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Procare Solutions Internal Ideas Portal
Status Shipped
Workspace Procare Desktop
Categories Enterprise Support
Created by Jesse Hartman
Created on May 26, 2023

Corporate Report version of existing Standard Report

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
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.

Requesting Customer The Gardner Schools - 72930752
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