Procare Solutions Internal Ideas Portal
The Gardner Schools - 72930752
Customer is requesting that an existing Standard Report be made as a Corporate Report.
Starting report would be Family Accounting > Account Activity > Primary Accounts Only
Customer would like this to be identical to the Standard Report version, except the first page(s) would be a summary of regions and locations, grouped by region and then sorted in the order they are saved inside of the Regions & Schools system configuration window.
The locations would be selectable to 'drill down' into that location's data, to be displayed on a new tab within the report.
| 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?
Customer has stated that they use this Standard Report very frequently and it is time-intensive to manually run this report for each location they have whenever they need this data. |
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| Requesting Customer | The Gardner Schools - 72930752 |
