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Procare Solutions Internal Ideas Portal
Status Shipped
Workspace Procare Desktop
Categories Internal Facing
Created by Elliott Tarrant
Created on Aug 2, 2022

Add Fields to custom Corporate Data Viewer Report

R' CLub has a custom corporate Data Viewer table we created for them a while back. We Need to add a few more fields in the report for them. The Custom corporate data view table we created for them is called "Child Enrollment + Meal Status". They need extra tacking fields added. I uploaded a screen shot of tracking fields they need added. The most critical fields are "JWB Consent" and Identification number ( The editable field on the Childs person record that they canter the funders ID number for the export) so if we can add those and the rest later we can. I am happy to get on a call and go over any questions or go over any other details and specifics.

XS

IKN 136-100-0081

Product Area Center Management
Are customers at risk of leaving Procare without this item? Yes
Are customers going to competitors for this item? No
How does this impact the customer's business?

Customer needs this report to export data from procare to their Funder. If we cannot get this, Funder will not continue to work with them and we may lose customer.

Requesting Customer R Club - 13610000
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  • Shannon Nowak
    Reply
    |
    Aug 2, 2022

    +Identification Number

    +All tracking items as fields Each child has to be on one line though so thats why they need to be added as their own field in the data view