Predictive Enrollment Report w/Staff Counts

I have an OL customer who needs predictive reporting. We covered Programs and Insights in hopes that would satiate the need, but she needs physical reporting she can pull. We did discuss the workarounds of using the tags or custom fields, and that wasn't what she needed either. This customer was looking for predictive reporting based on the age of the student to figure out how many openings she would have in the next classroom for new incoming families.

BAM - 85605134

Customer has confirmed that they are fine with splitting this report into two separate reports - the 'summary' report (first page's summary data) would be a predictor of available headcount, and the 'detail' report (detailed data and child / staff schedule matching)would be a schedule roster with staff and children information.

Customer also reported a new requirement that had not been mentioned. She stated that there is a need for 4 distinct schedule 'buckets' for staff/teachers on the detail report:

"I have some concerns over what will drop into “Morning” or “Afternoon” for the teacher counts when we really have 4 possible shifts throughout the day in our school district programs;

Before Care – opening time will vary across districts but is built into each location’s scheduling

AM KE – 3 of our 6 districts have KE, the other 3 don’t

PM KE - 3 of our 6 districts have KE, the other 3 don’t

After Care – opening time will vary across districts but is built into each location’s scheduling

Would there be some way to use the data that is created in each of our location’s scheduling?"

She approved the mockup (attached) and said that if we can make that happen it would be perfect.

This makes sense, so to confirm on the summary page they just want the total teachers required to meet current ratios, not "remaining teachers needed based on existing teachers scheduled"? And either way the detail page shows actual scheduled teachers and days which makes sense.

Also, is the Date/Weekdays headers needed on the Teacher detail section as well since its already listed above with children? Looks like those columns line up so we could exclude those to save space unless they expected it.

Customer provider more clarity on what they wanted with this report:

Starting point is Detailed Classroom Predictive Enrollment w/ Schedule.

She wants Teacher numbers below the 'scheduled' and 'available' rows on the summary page (see image), with the 'teacher count' row displaying how many teachers are required to meet room rations based on current enrollment numbers.

In the following detail by classroom pages, she would like to see a section below the children's scheduling information that displays an 'at-a-glance' schedule.

Center provided mock up of what they're using for Teacher tracking

Elliott - need to confirm a few things:

1. What is the starting point / the starting report for this request? Is it Detailed Classroom Predictive Enrollment w/ Schedule (FD_PredictiveHeadcount01.rpt) or Classroom Predictive Enrollment w/ Schedule 12/Months (FD_ClassroomSchedulePredictive02.rpt)?

   1. Detailed Classroom Predictive Enrollment w/ Schedule (FD_PredictiveHeadcount01.rpt) is for 1 month and the first page has the high level summary by classroom, then the next pages drill down into each classroom

   2. Classroom Predictive Enrollment w/ Schedule 12/Months (FD_ClassroomSchedulePredictive02.rpt) is for 12 months and is just the high level summary by classroom (no drill down into each classroom)

2. Can you please provide a mock up of how they envision this report looks once it's been updated?