Enrolled children (aka have a PRA) the week of 1/25/21 and still has a current PRA, if they don’t have a current PRA then we don’t want to see their name reported.(this because we do not charge anyone the fee if they Enrolled between 2/1-now)
We would want to know if they currently pay by Autopay
We need to know their current classroom (to use the tool in DCW for applying mass fees, we do it by classroom)
We would also like to know who is an employee. They would not be charged the fee.
(we have them tracked on the Family Tab > Reporting Group > Employee)
Center Name | Celebree |
Thank you for the report suggestion. After reviewing the requirements, it has been determined the report is too customized with specific business rules. We understand the current process is difficult and multiple reports are needed to gather the necessary data. We would like to recommend using the VLOOKUP feature in Excel to tie the data and reports together. If you would like further information regarding VLOOKUP please contact support or your account manager. Thank you!