The current Subsidy Reporting offering is inadequate for our customer's needs. Currently, the Ledger Detailed Transaction Report is the only report offered in Online that shows Subsidy data. Procare Desktop offers 17 different reports across 6 Cat...
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.
Ability to Create and Save Custom Report Templates
Client would like the ability to save custom report templates. I have heard from many client that it would be really helpful to be able to save templates for reports they go back to again and again instead of having to recreate them each time.
What is the Problem: When trying to utilize the reports for assessments to discuss with a parent currently the only option is a giant long list of things that could have been recorded over long time spans. Business goal: To have a usable report to...
3
Planned
