Reports

How do I make a waiting list for existing children?

See the videos (below) for examples of how to create customized waiting lists using Data Viewer.

Other waiting list options: You can let parents pre-register online using MyProcare or manually assign the children an Enrollment Status like “Wait List” and use the standard Enrollment Reports.

How do I print a school directory or class roster?

You can print a standard School Directory report.

Or, create your own roster with contact information using Data Viewer.

Why do Rollcall or Sign-In Sheets start with Sunday instead of Monday?

When you update to version 10.2.4801, the First Day of Week setting is automatically set to Sunday. This issue affects certain rollcall and sign-in sheets. To change your first day to Monday:

1. Log into Procare as a System Supervisor.

2. On the Procare Home screen go to Configuration > System > Locations & Users > dbl-click Regions & Schools.

3. You may make this change at the Region or School level. To do so for all locations within a region, dbl-click the name of the Region.

4. At the Region Options screen select Family Data (left side).

5. Change the First Day of Week to Monday (right side).
   

6. Click Save > Exit.

How do I print a rollcall sheet, sign in sheet, or similar report?

1. From the main screen of Family Data click Reports > Standard Reports.
2. From the list of report categories open the Family Data section.
3. Choose a sub-section, like Rollcall Sheets or Sign In/Out Sheets.
4. Choose a particular report format like Weekly: 5 Day.
5. Follow the basic steps for Sorting & Printing Reports.

How do I print an enrollment report or waiting list?

Option 1
Use the standard enrollment reports located under Reports > Standard Reports > Family Data > Child Enrollment. There are several reports from which to choose. The first page of each report displays totals like “Waiting List (4)”. Be sure to dbl-click an item to expand that section of the report and see the detail with child names, status dates, age, etc.

• The “Change of Enrollment Status” is helpful if you want to see any child whose status has changed during a particular period of time, for example anyone new to the waiting list this month.
• The “Enrollment Status Summary” includes everyone’s current status as of the specified dates, for example everyone on the waiting list (both children new to the list and those still waiting).
• The “Enrollment Status Summary by Classroom” shows only children who are “Enrolled” as of the specified dates.
• The “Child Enrollment Status History” displays the each child’s status history, and the length of time at each Enrollment Status.
• The “Child Enrollment Status List” displays each child’s status, and duration at that status, as of the specified date.

Option 2
Create your own Custom Waiting List using Data Viewer.

How do I get both parent names on the Customer Statement or Address Labels?

If both parents, shown as the primary and secondary payers on the account, have the same address then both names will appear on the *Customer Statement *as well as Address Labels.

To be sure the address is identical on both payers use the Copy & Paste buttons:

1. Open the primary payer’s Person Information by double-clicking their name.
2. Click once on the address you want to copy, then click the Copy button.
3. Exit the primary payer screen and open the secondary payer’s screen.
4. Click Paste button to paste in the exact same address. Be sure these two addresses are listed first if there is more than one address for that person. Use the green up/down arrows to re-position the address if needed.

If you have divorced parents they might have split billing and separate statements. See the full article on Divorced Parents for more details.

How do I print address labels for families?

From the main screen of Family Data & Accounting go to Reports > Standard Reports > Family Data > Address Labels. Choose an Account (parent) or Child label for one of the Avery label formats listed. See also: Select, Sort & Filter Reports

How do I print an allergy list?

Use the child tracking category Allergies to track children’s allergies and print the list using the downloadable Data Viewer report Allergy List by Classroom to print them out, or export them to another file type.