Skip to Main Content
Procare Solutions Internal Ideas Portal
Status Completed
Workspace Data Platform
Categories Power BI Report
Created by Justin Cook
Created on Jun 17, 2024

Track Desktop's AR_TransactionHistory data in PowerBI for Debit Card adoption reports

There is a new table in Desktop customer databases called AR_TransactionHistory which stores a record for each TE payment attempted and various data points needed to assist with reconciliation and reporting.


There is a DebitCardType field that is Null if ACH, 1 if a Batch Payment type of Credit, 2 if a Batch Payment type of Debit, 3 if a POS Payment type of Debit, and 4 if a POS Payment type of Credit. Ideally we are looking to use this data to start seeing how the Debit button is being used and get a report in PowerBI to aggregate this information


Justin is looking for trending over time, individual centers isn't as important as finding how behavior is changing the longer it's available. Getting totals and transaction counts is good, counts depict how it is getting used and totals show the impact on the volume of processing. - John M

Department of Request Product
Priority of Request 3 - Somewhat Urgent
  • Attach files
  • Admin
    John Margheret
    Reply
    |
    Jun 17, 2024

    Justin is looking for trending over time, individual centers isn't as important as finding how behavior is changing the longer it's available. Getting totals and transaction counts is good, counts depict how it is getting used and totals show the impact on the volume of processing.