Procare Solutions Internal Ideas Portal
Customer would like to have a Corporate Standard Report that lets them filter for specific charge descriptions and display the numbers by location.
They need a narrow view of their charges in order to identify trends across their offerings by school. Specifically, they use the charge descriptions to track reregistration enrollments across time, but struggle to pull these numbers across all of their locations because the Corp Charge/Credit Summary - Specific Summary report provides ALL descriptions charged/credited across a specific time range, and does not provide a breakdown by school (only an overall number for all regions).
Their ideal solution would be a corp-level report that allows them to select specific descriptions to report on that would display:
Group By Region and then By School
By selected date range (e.g. 1/1/2024 - 1/31/2024, inclusive)
View of only selected Charges or Credits
Number of respective charges/credits per description per school
| 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?
The lack of reporting options for specific charge descriptions at the corp level prevents them from being able to track reregistration trends effectively |
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| Requesting Customer | Creme de la Creme - 62563000 |
There is a lot of work going into other report stuff at this time, so I will re-review this at the beginning of Q3