Procare Solutions Internal Ideas Portal
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 |
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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? |
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| Requesting Customer | Little Sprouts - BAM: 67536000 |
