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Procare Solutions Internal Ideas Portal
Workspace Procare Desktop
Categories Internal Facing
Created by Beth Carlin
Created on Dec 27, 2024

add a filter for account for Specific Charge/Credit Summary

When running Specific Charge/Credit Summary from the corporate view, it would be great to add a filter for account. For example, if a customer wanted to see all staff discounts in the month, it would be super handy to be able to pull actuals for all schools at once like that.

Customer is aware of the sub-reports for account detail but, doing that individually for 45 locations is less than ideal.

The hope is to add a filter to the Specific Charge/Credit Summary so you only pull it for one line item at a time.

Product Area Center Management
Are customers at risk of leaving Procare without this item? No
Are customers going to competitors for this item? No
Requesting Customer Creme de la Creme - 62563000
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