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Created by Mari Triphahn
Created on May 6, 2025

Create A/R Aging Report by Program Center

Existing Report is by Family Center. Des Moines is requesting one that works by Program Center instead

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    Mari Triphahn
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    May 7, 2025

    @Guest Discussed feasibility of this one with the team today. Its going to be a very heavy lift due to the complexity of the logic underneath this report. Its likely not as simple as switching out Family Center to Program Center unfortunately, especially while also attempting to maintain high accuracy in the data. The Financial Reporting Discovery should hopefully help us understand the logic of this report better so we can determine what our future options are.

    As a compromise, we could possibly consider a slimmed down version of a report if we can understand the exact data that would be required for their fiscal year end reporting. Would that be an option?