Procare Solutions Internal Ideas Portal
ADD A NEW IDEA

Power BI Report

Showing 18

Add Account Manager as a filter on Top Processor Report

Link to report: https://app.powerbi.com/groups/ab010874-305a-4728-8cdb-f7ea02d9e336/reports/e6a372c0-a959-4787-b6d8-4cb7722f27fb/ReportSectione72073402a0d2030cb35?experience=power-bi Angela Kligora recently took on the Enterprise AM role for SCW. ...
Anastasia Goggins about 1 year ago in Data Platform / Power BI Report 0 Completed

Track Desktop's AR_TransactionHistory data in PowerBI for Debit Card adoption reports

There is a new table in Desktop customer databases called AR_TransactionHistory which stores a record for each TE payment attempted and various data points needed to assist with reconciliation and reporting. There is a DebitCardType field that is ...
Justin Cook about 1 year ago in Data Platform / Power BI Report 1 Completed

Revenue Reporting

There currently is no revenue reporting accessible in PowerBI. Please add revenue reports to PowerBI
John Margheret about 3 years ago in Data Platform / Power BI Report 0 Completed

Match processing dollars to TE Implementation cases

The TE Implementation team gets a case created in Salesforce automatically when a customer purchases TE. Once the customer gets trained, the rep changes the case status to "Enrolled Not Processing". Once the customer processes $500 or more, then t...
Anastasia Goggins over 2 years ago in Data Platform / Power BI Report 0 Completed

Create report of the following information for Primrose schools

Can we please get a report of the states of the following fields in Queen Bee. All Primrose Schools Group The State of all of these Check Box Fields--Enable SISO Notifications--V1 - Show Carer Pins To Non-Admins--V1 - Enable School Reviews--V1 - E...
Shannon Nowak over 2 years ago in Data Platform / Power BI Report 3 Completed

Create reporting on KES and Door Controller usage

This was requested by a Key Account, Little Sprouts, Root ID 67536000 . This customer has already brought in $133,260.18 in revenue Jan-August and would love to have this report sometime next week.....but please let me know what a reasonable expec...
Anastasia Goggins almost 3 years ago in Data Platform / Power BI Report 0 Completed

Filter cost of churn by competitor left to, and include software revenue

Link to report: https://app.powerbi.com/groups/73d14951-9dbf-4746-91a7-1965e153b6b9/reports/06b6f5bc-a131-4ecb-aba2-4b5e387a25f4/ReportSectionb7446108287d010de9b2?experience=power-bi First week of the month, Tammie has me review controllable vs no...
Anastasia Goggins over 1 year ago in Data Platform / Power BI Report 1 Completed

Measure the success of the recurring payments initiative.

I want to measure the success of the recurring payments initiative by capturing specific data so that we can quantify and monitor usage statistics. The Desktop Payments DB is located in AWS along side the Messaging DB.
Julio Miranda almost 3 years ago in Data Platform / Power BI Report 0 Completed

Create reporting on Payments metrics for specific parent accounts (i.e. Primrose Schools)

This is a request directly from Primrose Schools. They want the following details regarding their system of schools: CC vs. ACH vs. Both for TE, Stripe, and both TE and Stripe i.e Primrose total payments broken down by type and through what method...
John Margheret almost 3 years ago in Data Platform / Power BI Report 0 Completed

Tracking center adoption and usage for new Recurring Payment digital form on PC Desktop

By seeing this report, we can correlate the schedule with when centers are enabling this feature and when we send out any marketing communications around it. Also, we'd like to be able to see how this helps other goals such as credit card VS ACH p...
Zachary Merritt almost 3 years ago in Data Platform / Power BI Report 1 Completed