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DATA-I-56
PRIM-I-19
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Workspace
Primrose Private Ideas
Categories
Reporting
Created by
Jack Pearson
Created on
Dec 8, 2020
RELATED IDEAS
Age report for the whole school broken down by classroom which can be run for a specific date in the past or future and provide the students' ages AS OF that date - Availabile within the CRM and for enrolled Families
Critical reporting for Prospect Manager/Lead CRM
Ability to create a weekly schedule for teachers including classroom assignments as they can be different from standard/default classroom for each teacher on a given day
Convert DOB into age in years, months on reports, within the lead record, and in the lead list view
Ability to run reports within a school as a corporate user without the report appearing in the school's history
Ability to view the most important stats and metrics related to prospect to parent process (CRM) within a Lead CRM dashboard
Allow view to student sign in independently from 'transfers' on the dashboard.
Ability to transfer a teacher between rooms without creating a sign in/sign out record on their time sheet
Ability to trigger creation of tasks based on certain form/document submissions for both leads and enrolled families
Ability to schedule tours with leads from within the Lead CRM on a calendar that can be linked to an external (outlook) calendar
Ability to generate a transition report for a specific classoom or multiple classrooms
Clearly report in the history of child movement throughout the day(s)
US Number
SE059
Criticality
L
MPM Element
Family Manager
Department
School Excellence
Persona
LTM
Priority (Numeric)
0
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