Skip to Main Content
Procare Solutions Internal Ideas Portal
Workspace Procare Desktop
Categories Internal Facing
Created by Elliott Tarrant
Created on Feb 9, 2023

Add FTE information to Corp Data Viewer Report

Add FTE data to below report.

  • Corporate Data Viewer > Family Data > Child All Enrollment Status ((Pre-Registered & Waiting List : Enrollment Status))


On a monthly basis, I essentially want to reconcile our Sales Commissions for the company (we have 4 modules! (Little Sprouts, Building Blocks, Heartworks, STEAMworks & Loveworks, and Child’s World Academy). But this custom report can potentially be used for many other purposes. Some sample questions would be:

How many FTEs did we register/have waitlisted at {School Name} during the month of {December 2022}?

How many children does that include?

How many / much of registration fees (or waitlist fees) did we collect?


Below are the columns I’m looking for I think:

School Name

Full Name (or Last Name + First Name)

Date of Birth

Age

Primary Classroom

Enrollment Status

Status Start Date

Status End Date

Ledger Card

Description

GL Account

Comment

Amount

Ledger Post Date

FTE

Or Days Enrolled Mon-Friday AM and/or PM so we can calculate FTE???



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

On a monthly basis, I essentially want to reconcile our Sales Commissions for the company (we have 4 modules! (Little Sprouts, Building Blocks, Heartworks, STEAMworks & Loveworks, and Child’s World Academy). But this custom report can potentially be used for many other purposes. Some sample questions would be:

How many FTEs did we register/have waitlisted at {School Name} during the month of {December 2022}?

How many children does that include?

How many / much of registration fees (or waitlist fees) did we collect?

Requesting Customer Little Sprouts - BAM: 67536000
  • Attach files