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Procare Solutions Internal Ideas Portal
Status Already exists
Workspace Data Platform
Categories Power BI Report
Created by Richard Ortega
Created on May 18, 2022

Report of TE customers with Surcharging Active

I am looking to understand which customers enable surcharge and when they activate surcharge relative to when they activate their software.

Summary of Request/Idea Tracking of accounts that have enabled Surcharging
Acceptance Criteria (Requirements) of Request

a self serve report with the following data points, sorted by month of sw active: opportunity owner, customer name, bam id, sw active date, te active date, surcharge active date, processing volume

Department of Request Sales
Priority of Request 2 - Lower Priority
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  • Richard Ortega
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    Jun 13, 2022

    Assuming you mean this report. Can you add date software activated and date TE activated?