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Procare Solutions Internal Ideas Portal
Status Shipped
Workspace SCW
Created by Robert Skylis
Created on Jun 6, 2023

Optimize Report Logic - Future Billings Detail and Future Billings Summary Report

Celebree reported that when they run the reports at/for the business level, the reports do not generate. They say it takes about 10-15 minutes and then the web page shows a time out screen and they have to re-login to DCW. We suggested using the schedule report feature but that does not sound like an option for them since they need to have the ability to pull reports adhoc for various projects.

Center Name Celebree
Dev Estimate Small (4 weeks)
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    Kaly Nasiff
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    Aug 2, 2023

    Procare SchoolCare Works recently added two optimized versions of these reports - Future Billing Weekly Detail and Future Billing Weekly Summary. Both are available as Excel and PDF files and can be found under Reports > FInancial.