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Categories OL - Reports
Created by Kelly Kohlhagen
Created on Dec 19, 2024

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Reporting for Lead Profile Fields

Customers need to be able to generate reports that show the details collected from registration forms. Currently, the Leads report does not include data from added lead profile fields.

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  • Admin
    Kaly Nasiff
    Jul 9, 2025

    The Leads report will now show all of the following Profile fields when exported:

    • Lead Student

    • Lead Parent

    • Lead Student that transfers to Active Student

    • Lead Parent that transfer to Active Parent

    Release notes can be found here: https://www.procaresupport.com/procare-online/docs/july-procare-online-product-release-1

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  • Kelly Kohlhagen
    Jan 20, 2025

    BAM 45187141 wants to be able to filter and organize leads on the Leads dashboard based on information entered in on the profile fields. "This is important for us to determine from one screen to be able to decide who gets enrolled. If there is not a way for us to modify the leads dashboard screen to show custom fields and filter by them, where is the option to export the data parents enter when registering?"

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