Procare Solutions Internal Ideas Portal
Customer has requested a new Corporate Report that is a variant of an existing Corporate Report.
Starting report would be Standard Reports > Agency Accounting > Charge Credit Summary > Specific Summary - Agency Accounts Only
The request is for this report to be formatted so that the first page(s) lists region and location, with the location being selectable to 'drill down' into that location's data, which would display as a typical 'Charge/Credit Summary - Specific Summary' report for that location, which they could drill further into as necessary.
The existing Corporate Charge/Credit report is for Primary Accounts only, and the customer identified the need for an Agency Accounts view as well.
Note: DESK-I-74 was an identical request for a very similar report and could be used as a baseline or starting point.
| Product Area | Center Management |
| Are customers at risk of leaving Procare without this item? | No |
| Are customers going to competitors for this item? | No |
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How does this impact the customer's business?
Customer loved the corporate version of charge/credit summary - specific summary and would like an agency version to help them with their reporting needs across all of their locations. |
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| Requesting Customer | Children's Lighthouse - 44507000 |
