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Admissions help articles

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Application Guides

4 articles

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(Re) Enrollment ContractNotification TriggerRoles DictionaryStatus/Substatus Calculation
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Communications

34 articles

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AI PromptAI Prompt QueryAI Prompt Query: ExampleAI Prompt: ExampleAnnual FormsClient Relationship Management (CRM) AutomationClosing the School Year Exporting DataConfiguring AI PromptCreating Notification TriggerFAQ: How to suppress blank merge fieldsGender Inclusive PronounsMeet PCR Educator’s New AI Email Generator!New Feature Launch: Smarter, Personalized Email Outreach with AINotification TemplateNotification Template GroupNotification TriggerNotification Trigger - Action Reminder (Admissions)Notification Trigger - Inquiry Missing ActionsPCR Educator to Offer Free Access to Student Information System and Communication Platform For 90 Days For New K-12 SchoolsPCR Educator Transforms School Life for Families, Teachers, and AdministratorsQ & A: Can we create custom fields in PCR Educator?Q & A: Evergreen ContractReminder: Advancing Admissions Records for the New Admissions CycleSample TemplatesStart Uploading Files to New Application EvaluationsText and Voice CommunicationTranslate your CRM PortalsUnlock Smarter Communication with Notification Template GroupsUpdate: Email Screen InterfaceUpdate: Inquiry Submit – Add Email to New User SettingUpdate: Notifications Moved to Home PageUpdate: Streamlined Selector and Widget ConfigurationUsing AI PromptWorking Smarter, Not Harder, With Smart Forms
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Data Conversion

10 articles

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Admissions Status by Division Announcement 2Admissions Status by Division Announcement 3Admissions Status by Division Announcement 4Importing DataImporting Data for Existing RecordsImporting New RecordsImporting New Records - Inquiries and ActionsImporting New Records - Inquiry ActionsIntroducing the LiveWrite API: Automating Data Imports in PCR EducatorPCR Educator to Offer Free Access to Student Information System and Communication Platform For 90 Days For New K-12 Schools
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FAQ

30 articles

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A parent accidentally submitted the wrong (Re) Enrollment Contract. How can I have them complete the correct one?Charging Echeck Processing FeesClient Relationship Management (CRM) AutomationEnhancing Admissions Decisions with PCR Educator's Innovative Support and AnalyticsFAQ: How to close Apply Online and prevent new applications?FAQ: How to suppress blank merge fieldsFrom Inquiry to Enrollment: PCR Educator's Seamless ProcessHow can I change the line items on the Summary Page in the (Re) Enrollment Contract?How can I help a parent who receives an error message when filling out our Inquiry Form?How do you manually add an Inquiry from the Admissions Portal?How to manually add siblings in Admissions?PCR Educator Streamlines Enrollment and Strengthens ConnectionsPCR Educator Transforming School Outreach and Communication through Customization and AutomationPCR Educator Transforms School Life for Families, Teachers, and AdministratorsQ & A: Can we create custom fields in PCR Educator?Reflecting School Admissions Application Fees in Finance PortalReviewing Inquiry Actions From Admin PortalStreamlining School Admissions with PCR Educator's Personalized GuidanceWhat does it mean when I receive an error in my email for the (Re) Enrollment Contract?Why am I not taken to the payment screen before the (Re) Enrollment Contract is submitted?Why am I receiving an error when trying to submit the (Re) Enrollment Contract from the payment page?Why are duplicate emails being sent out on our Apply Online submit?Why are the drop downs in Finance > Contracts > Student Contracts - Options Selected showing the same option multiple times for (Re) Enrollment Contracts?Why do I not see the new action types I created in (Re) Enrollment Contract > Settings?Why is a graduated or withdrawn student is showing when a parent logs into the (Re) Enrollment Contract application?Why is a student not showing when a parent logs in to the (Re) Enrollment Contract application?Why is my (Re) Enrollment Contract header banner running off the side of the page?Why is My Teacher Recommendation Form Blank?Why is the student's financial aid not showing in the (Re) Enrollment Contract?Why is there is extra space between paragraphs on the PDF version of my (Re) Enrollment Contract?
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Interface

150 articles

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(Re) Enrollment Contract(Re) Enrollment Contract Admissions Enrolling for Contract Setup(Re) Enrollment Contract Application Setup(Re) Enrollment Contract Check Box Control(Re) Enrollment Contract Cleaning Control Options for Students(Re) Enrollment Contract Confirmation Email Setup(Re) Enrollment Contract Control(Re) Enrollment Contract Control Option(Re) Enrollment Contract Date Stamp Control(Re) Enrollment Contract Enrollment Options Setup(Re) Enrollment Contract Financial Aid Control(Re) Enrollment Contract Holds(Re) Enrollment Contract Impersonate(Re) Enrollment Contract Instructions(Re) Enrollment Contract Integrity(Re) Enrollment Contract Invoice / Payment Setup(Re) Enrollment Contract Overrides(Re) Enrollment Contract Payment Options Control(Re) Enrollment Contract Pre-Setup(Re) Enrollment Contract Profile(Re) Enrollment Contract Profile Alternatives(Re) Enrollment Contract Profile Configuration(Re) Enrollment Contract Radio Button Control(Re) Enrollment Contract Section(Re) Enrollment Contract Settings(Re) Enrollment Contract Signature(Re) Enrollment Contract Signature Control(Re) Enrollment Contract Signature Setup(Re) Enrollment Contract Signing(Re) Enrollment Contract Statistics(Re) Enrollment Contract Text Control(Re) Enrollment Contract Transportation Control(Re) Enrollment Contract Transportation Multi Control(Re) Enrollment Contract Tuition, Fees, and Deposits(Re) Enrollment Contract Webinar - Part I(Re) Enrollment Contract Webinar - Part II(Re) Enrollment Contract Year to YearA parent accidentally submitted the wrong (Re) Enrollment Contract. How can I have them complete the correct one?ActionAction CategoryAdmissions - VideosAdmissions ChecklistAdmissions Checklist ActionAdmissions EventAdmissions Event CategoryAdmissions Records: Inquiry vs ApplicantAI PrerequisitesAI PromptAI Prompt QueryAI Prompt Query: ExampleAI Prompt: ExampleAnnouncing Support for PronounsAnnual FormsApplication SetupApplication Setup (CMS/Website)Apply Online Academic YearsApply Online Webinar Part 1Apply Online Webinar Part 2Applying Enrollment ProfileApplying Enrollment Profile to Inquiries in BulkApplying Enrollment Profile to InquiryApplying Enrollment Profile to Inquiry Through (Re) Enrollment ContractApplying Enrollment Profile to Inquiry Through Summer CampApplying Enrollment Profile to Student Through (Re) Enrollment ContractApplying Enrollment Profile to Students in BulkAssigning EvaluatorAssigning Evaluator - BulkAttributeAttribute CategoryCalculated AttributeCharging Echeck Processing FeesClient Relationship Management (CRM) AutomationClosing the School Year Exporting DataCMS Widget - Inquiry SubmitConfiguring ActionConfiguring Action (Evaluation Sections)Configuring Admissions EventConfiguring AI PromptConfiguring Enrollment ProfileConfiguring Enrollment Profile (Division-centric)Configuring Enrollment Profile (Hybrid)Configuring Enrollment Profile (School-centric)Configuring EvaluationConfiguring Evaluation DashboardCorrespondence Records Consolidated to ActionsCreating AttributeCreating Attribute CategoryEnhanced Family Engagement and Efficiency through Customizable Forms and Smart AutomationEnrolling InquiriesEnrollment ProfileEnrollment Profile ScenariosEvaluationFrom Inquiry to Enrollment: PCR Educator's Seamless ProcessGrade LevelHow St. George’s School Streamlined Their Admissions Process with PCR EducatorInquiry Action Delete Multi-actionInquiry Action ListInquiry Action Mark Completed Multi-actionManaging EvaluatorMeet PCR Educator’s New AI Email Generator!Navigating the Admissions Process with PCR EducatorNew Feature Launch: Smarter, Personalized Email Outreach with AINew Field Available: Permanent Resident TrackingNotification TemplateNotification Template GroupPCR Educator to Offer Free Access to Student Information System and Communication Platform For 90 Days For New K-12 SchoolsPCR Educator Transforms School Life for Families, Teachers, and AdministratorsQ & A: Can we create custom fields in PCR Educator?Q & A: Evergreen ContractRecording AttributeRecording Attribute - BulkRecording Attribute - IndividualRecording Inquiry ActionRecording Inquiry Action - BulkRecording Inquiry Action - by EvaluatorRecording Inquiry Action - IndividualRecording Student ActionRecording Student Action - BulkRecording Student Action - IndividualRecording Student EvaluationReflecting School Admissions Application Fees in Finance PortalReminder: Advancing Admissions Records for the New Admissions CycleRemoving EvaluatorRemoving Evaluator - BulkReviewing Inquiry Actions From Admin PortalRoles DictionarySchool DivisionSchool InfoScore TypeScoring CategoryStart Uploading Files to New Application EvaluationsStudent ActionTransform Your School Operations with PCR Educator: A Seamless Journey from Inquiry to EnrollmentTransformative Decision-Making in Admissions with PCR EducatorTranslate your CRM PortalsUnlock Smarter Communication with Notification Template GroupsUpdate: Action Configuration Has MovedUpdate: Admissions Inquiries/ApplicantsUpdate: Contextual HelpUpdate: Email Screen InterfaceUpdate: Grade Level Fields in DAT FilterUpdate: Inactive ActionsUpdate: Inquiry Submit – Add Email to New User SettingUpdate: Inquiry/Student Actions File Upload ControlUpdate: Notifications Moved to Home PageUpdate: Number Of RecordsUpdate: Streamlined Selector and Widget ConfigurationUpdating (Re) Enrollment Contract Year to YearUsing AI PromptVerifying (Re) Enrollment Contract Profile
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Records and Data Entry

93 articles

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A parent accidentally submitted the wrong (Re) Enrollment Contract. How can I have them complete the correct one?ActionAction CategoryAdmissions - VideosAdmissions ChecklistAdmissions Checklist ActionAdmissions EventAdmissions Event CategoryAdmissions Status by Division Announcement 2Admissions Status by Division Announcement 3Admissions Status by Division Announcement 4Advancing Admissions RecordsAdvancing Admissions Records - Current Academic YearAdvancing Admissions Records - Next Academic YearAnnual FormsApplication SetupApplication Setup (CMS/Website)Apply Online Webinar Part 1Apply Online Webinar Part 2Applying Enrollment ProfileApplying Enrollment Profile to Inquiries in BulkApplying Enrollment Profile to InquiryApplying Enrollment Profile to Inquiry Through (Re) Enrollment ContractApplying Enrollment Profile to Inquiry Through Summer CampApplying Enrollment Profile to Student Through (Re) Enrollment ContractApplying Enrollment Profile to Students in BulkAssigning EvaluatorAssigning Evaluator - BulkAttributeAttribute CategoryCalculated AttributeCharging Echeck Processing FeesClient Relationship Management (CRM) AutomationConfiguring ActionConfiguring Action (Evaluation Sections)Configuring Admissions EventConfiguring Admissions Event Sign-up ProcessConfiguring Admissions Recommendations ProcessConfiguring Enrollment ProfileConfiguring Enrollment Profile (Division-centric)Configuring Enrollment Profile (Hybrid)Configuring Enrollment Profile (School-centric)Configuring EvaluationCreating AttributeCreating Attribute CategoryEnrolling InquiriesEnrollment ProfileEnrollment Profile ScenariosEvaluationGender Inclusive PronounsGrade LevelImporting New Records - EvaluationsImporting New Records - StaffImporting New Records - Student CoursesInquiry Action Delete Multi-actionInquiry Action ListInquiry Action Mark Completed Multi-actionIntroducing the LiveWrite API: Automating Data Imports in PCR EducatorManaging EvaluatorMerging Duplicate InquiriesNew Field Available: Permanent Resident TrackingPCR Educator to Offer Free Access to Student Information System and Communication Platform For 90 Days For New K-12 SchoolsPCR Educator: Revolutionizing Enrollment and Enhancing Family ConnectionsQ & A: Can we create custom fields in PCR Educator?Recording AttributeRecording Attribute - BulkRecording Attribute - IndividualRecording Inquiry ActionRecording Inquiry Action - BulkRecording Inquiry Action - by EvaluatorRecording Inquiry Action - IndividualRecording Student ActionRecording Student Action - BulkRecording Student Action - IndividualRecording Student EvaluationReflecting School Admissions Application Fees in Finance PortalRemoving EvaluatorRemoving Evaluator - BulkReviewing Inquiry Actions From Admin PortalRoles DictionarySample TemplatesSchool DivisionSchool InfoScore TypeScoring CategoryStart Uploading Files to New Application EvaluationsStatus/Substatus CalculationStatus/Substatus Calculation - Financial AidStatus/Substatus Calculation - InquiryStatus/Substatus Calculation - StudentStudent ActionText and Voice CommunicationUpdate: Number Of Records
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Reporting and Data Analytics

34 articles

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AI PromptAI Prompt QueryAI Prompt Query: ExampleAI Prompt: ExampleAnnual FormsClient Relationship Management (CRM) AutomationClosing the School Year Exporting DataConfiguring AI PromptDAT - Admissions Evaluations Data StructureDAT - Admissions Inquiries Data StructureDAT - Admissions Inquiry Action Types Data StructureDAT - Admissions Inquiry Actions Data StructureDAT - Assessments Data StructureDAT - Comment Bank Data StructureDAT - Comments Data StructureDAT - Marks Data StructureDAT DiagramsDAT Webinar - Admin/AdmissionsImporting New Records - EvaluationsIntroducing the LiveWrite API: Automating Data Imports in PCR EducatorPCR Educator Transforms School Life for Families, Teachers, and AdministratorsRoles DictionaryStandard Query: [Admissions] Applicants with HouseholdsStandard Query: [Admissions] Diversity ReportStandard Query: [Admissions] Evaluation ResultsStandard Query: [Admissions] Inquiries w/EvaluatorsStandard Query: [Admissions] Inquiries w/o EvaluatorsStandard Query: [Admissions] Inquiry Action StatisticsStandard Query: [Admissions] Inquiry Action Statistics TotalsStandard Query: [Admissions] Totals by Grade Level/GenderStandard Query: [Admissions] Totals by Status/SubstatusStandard Query: [Admissions] Totals by Zip CodeUpdate: Grade Level Fields in DAT FilterUsing AI Prompt
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Application Guides

55 articles

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(Re) Enrollment Contract(Re) Enrollment Contract ChecklistAskCampus Basic WebinarCampus Basic Webinar 2Campus Basic Webinar 2022 - Part 1Check-In / Check-Out, Now Connected to Period AttendanceClosing the School YearClosing the School Year (2021)Closing the School Year Adjust the Parent Portal and Student PortalClosing the School Year Archive Individual Student ReportsClosing the School Year ChecklistClosing the School Year Close the Database Year StepClosing the School Year Confirm Include on TranscriptClosing the School Year Confirm Teacher CategoriesClosing the School Year Copy Scheduling DataClosing the School Year Enroll Incoming StudentsClosing the School Year Fix Different Courses with the Same NameClosing the School Year Fix Overlapping Marking PeriodsClosing the School Year Request ClosingClosing the School Year Review Attendance to HistoryClosing the School Year Review Grades to HistoryClosing the School Year Review Orphaned GradesClosing the School Year Review Post-Close ChecklistClosing the School Year Review UsersClosing the School Year Schedule Next YearClosing the School Year Set BC Trax Month Field (BC Schools Only)Closing the School Year Set Next Year Student FieldsClosing the School Year Update Status/Substatus for Next YearClosing the School Year Webinar 2022Closing the School Year WizardCreating Filter GroupDAT - WebinarDAT APIDAT API - Get DAT ExportDAT API - Get DAT ParametersDAT API - Get DAT QueriesDAT FilterDAT QueryEarn Date Revenue RecognitionEnd of School Year ChecklistFilter GroupForms for Staff, Households, Customers, Vendors, and Donors!Meet PCR Educator’s New Filter Groups & Enhanced Filter Management!New Feature: Flexible Revenue RecognitionNotification TriggerNotification Triggers, Now on Your School's CalendarRoles DictionarySaved Filters, Now Counting, Summing, and AveragingStatus/Substatus CalculationTesting Payment ConfigurationUpdate: Check-In / Check-Out, Nine Workflows on One RecordUpdate: DAT Empty Cells, Now in Your Own WordsUsing Filter Groups on ListsVideos
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Communications

5 articles

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Forms for Staff, Households, Customers, Vendors, and Donors!Meet PCR Educator’s New Filter Groups & Enhanced Filter Management!Notification TriggerNotification Triggers, Now on Your School's CalendarUpdate: Check-In / Check-Out, Nine Workflows on One Record
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Data Conversion

1 articles

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Closing the School Year Wizard
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FAQ

1 articles

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Testing Payment Configuration
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Interface

13 articles

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(Re) Enrollment Contract(Re) Enrollment Contract ChecklistAskCampus Basic WebinarCampus Basic Webinar 2Campus Basic Webinar 2022 - Part 1Earn Date Revenue RecognitionMeet PCR Educator’s New Filter Groups & Enhanced Filter Management!New Feature: Flexible Revenue RecognitionRoles DictionaryUpdate: Check-In / Check-Out, Nine Workflows on One RecordUpdate: DAT Empty Cells, Now in Your Own WordsVideos
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Records and Data Entry

10 articles

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AskCampus Basic Webinar 2Check-In / Check-Out, Now Connected to Period AttendanceForms for Staff, Households, Customers, Vendors, and Donors!Notification Triggers, Now on Your School's CalendarRoles DictionarySaved Filters, Now Counting, Summing, and AveragingStatus/Substatus CalculationUpdate: Check-In / Check-Out, Nine Workflows on One RecordVideos
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Reporting and Data Analytics

12 articles

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Creating Filter GroupDAT - WebinarDAT FilterDAT QueryFilter GroupForms for Staff, Households, Customers, Vendors, and Donors!Meet PCR Educator’s New Filter Groups & Enhanced Filter Management!New Feature: Flexible Revenue RecognitionRoles DictionarySaved Filters, Now Counting, Summing, and AveragingUpdate: DAT Empty Cells, Now in Your Own WordsUsing Filter Groups on Lists
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Application Guides

10 articles

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Closing the School Year WizardCreating Filter GroupDAT - WebinarDAT FilterDAT QueryEarn Date Revenue RecognitionFilter GroupMeet PCR Educator’s New Filter Groups & Enhanced Filter Management!New Feature: Flexible Revenue RecognitionUsing Filter Groups on Lists
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Communications

8 articles

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Closing the School Year Exporting DataFAQ: Who Gets the New IRS 1099-NEC Form?Meet PCR Educator’s New AI Email Generator!Meet PCR Educator’s New Filter Groups & Enhanced Filter Management!New Feature Launch: Smarter, Personalized Email Outreach with AIPCR Educator to Offer Free Access to Student Information System and Communication Platform For 90 Days For New K-12 SchoolsPCR Educator Transforms School Life for Families, Teachers, and AdministratorsPropel Your School’s Web Presence into The Next Generation With Google Analytics 4
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Data Conversion

6 articles

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Closing the School Year WizardDAT Fields - Step 2 - Adding Calculated FieldDAT Webinar - SchedulingFAQ: Who Gets the New IRS 1099-NEC Form?Introducing the LiveWrite API: Automating Data Imports in PCR EducatorPCR Educator to Offer Free Access to Student Information System and Communication Platform For 90 Days For New K-12 Schools
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FAQ

10 articles

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FAQ: How do I update an archived report?FAQ: How do I Validate Grades Before Printing or Archiving Report Cards?FAQ: Who Gets the New IRS 1099-NEC Form?FAQ: Why can some parents not see an archived report in the Parent Portal?Migrating DMT to DATPCR Educator Transforms School Life for Families, Teachers, and AdministratorsQ & A: Using DAT Query as a multi-actionReviewing Inquiry Actions From Admin PortalVerifying 1099Why is my DAT Query or DAT Filter slow?
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Interface

23 articles

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Closing the School Year Exporting DataCMS DAT Filter ApplicationCommunicating User Login and Known PasswordEarn Date Revenue RecognitionFAQ: Who Gets the New IRS 1099-NEC Form?Feature Highlight: Graduation RequirementsGraduation Requirements WebinarGraduation Requirements Webinar LinkMeet PCR Educator’s New AI Email Generator!Meet PCR Educator’s New Filter Groups & Enhanced Filter Management!New Feature Launch: Smarter, Personalized Email Outreach with AINew Feature: Flexible Revenue RecognitionNew Field Available: Permanent Resident TrackingPCR Educator to Offer Free Access to Student Information System and Communication Platform For 90 Days For New K-12 SchoolsPCR Educator Transforms School Life for Families, Teachers, and AdministratorsPropel Your School’s Web Presence into The Next Generation With Google Analytics 4Restricting CMS Page by DAT FilterRestricting CMS Widget by DAT FilterReviewing Inquiry Actions From Admin PortalStandard Query: Admin - Graduation Requirements DetailsStandard Query: Admin - Graduation Requirements SummaryUpdate: Grade Level Fields in DAT FilterWebinar: Graduation Requirements in PCR Educator – Oct 1st
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Records and Data Entry

21 articles

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Development DAT WebinarFAQ: How do I update an archived report?FAQ: Who Gets the New IRS 1099-NEC Form?FAQ: Why can some parents not see an archived report in the Parent Portal?Graduation Requirements WebinarGraduation Requirements Webinar LinkIdentifying Discrepancy in Accounts Receivable ReconciliationImporting Data for Existing Records - Historical MarksImporting New Records - Contact ActionsImporting New Records - Course Score Type HeadingsImporting New Records - Course Type LevelsImporting New Records - CoursesImporting New Records - Current MarksImporting New Records - Gifts and Pledges (One Payment Per Row)Introducing the LiveWrite API: Automating Data Imports in PCR EducatorNew Field Available: Permanent Resident TrackingPCR Educator to Offer Free Access to Student Information System and Communication Platform For 90 Days For New K-12 SchoolsReviewing Inquiry Actions From Admin PortalStandard Query: Admin - Graduation Requirements DetailsStandard Query: Admin - Graduation Requirements SummaryVerifying 1099
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Reporting and Data Analytics

177 articles

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Accessing DAT QueryAdding DAT Filter ConditionAttendance Roster PDF DiscontinuedClosing the School Year Exporting DataCMS Widget - Report RunnerCMS Widget - Simple Report RunnerCMS Widgets - Reporting OptionsCommunicating User Login and Known PasswordCreating Filter GroupCreating New DAT FilterCreating New DAT QueryDATDAT - (Re) Enrollment Data StructureDAT - Admissions Evaluations Data StructureDAT - Admissions Inquiries Data StructureDAT - Admissions Inquiry Action Types Data StructureDAT - Admissions Inquiry Actions Data StructureDAT - Assessments Data StructureDAT - Attendance Data StructureDAT - Basic Student Data StructureDAT - Check In / Check Out Data StructureDAT - Comment Bank Data StructureDAT - Comments Data StructureDAT - Common Student Tables: ActionsDAT - Common Student Tables: HouseholdsDAT - Common Student Tables: StatusesDAT - Creating TemplatesDAT - Development Data StructureDAT - Finance AP Data StructureDAT - Finance AR Customer Statement Data StructureDAT - Finance AR Data StructureDAT - Financial Aid Data StructureDAT - Lunch Choices Data StructureDAT - Marks Data StructureDAT - Printing ResultsDAT - Scheduling Data StructureDAT - Using TemplatesDAT - WebinarDAT Calculated/Aggregate Field ConditionDAT ChartDAT Chart - Step 5DAT Column Order - Step 3DAT Dashboard ElementDAT Development Webinar Meeting LinkDAT DiagramsDAT Display FieldDAT Enrollment Webinar Meeting LinkDAT Field ConditionDAT Fields - Step 2DAT Fields - Step 2 - Adding Calculated FieldDAT Fields - Step 2 - AggregatingDAT Fields - Step 2 - Customizing Display Fields AppearanceDAT Fields - Step 2 - PivotingDAT Fields - Step 2 - SortingDAT Fields - Step 2 - TotalingDAT Fields - Step 2 - UniquenessDAT FilterDAT Functional OperatorDAT GridDAT GroupDAT Key Id FieldDAT Multi-ActionDAT OperatorDAT Parameterized ConditionDAT QueryDAT Query - Step 1DAT Query - Step 1 - Adding ConditionsDAT Query - Step 1 - Choosing Initial TableDAT Query - Step 1 - Connecting TablesDAT Query - Step 1 - Selecting Display FieldsDAT Query and DAT Filter Common MistakesDAT Results - Step 4DAT Save - Step 6DAT Webinar - (Re) EnrollmentDAT Webinar - Admin/AdmissionsDAT Webinar - AttendanceDAT Webinar - DevelopmentDAT Webinar - Development Level IDAT Webinar - FinanceDAT Webinar - SchedulingDeleting DAT FilterDevelopment DAT WebinarExporting Transactions for an External LedgerFAQ: How do I update an archived report?FAQ: How do I Validate Grades Before Printing or Archiving Report Cards?FAQ: Who Gets the New IRS 1099-NEC Form?FAQ: Why can some parents not see an archived report in the Parent Portal?Feature Highlight: Graduation RequirementsFilter GroupGoogle SSO (Single Sign-On)Google SSO (Single Sign-On) - CampusGoogle SSO (Single Sign-On) - CMS PortalGraduation Requirements WebinarGraduation Requirements Webinar LinkIdentifying Discrepancy in Accounts Receivable ReconciliationInitializing DAT FilterInitializing DAT Filter from DAT QueryInitializing DAT Filter from ListIntroducing the LiveWrite API: Automating Data Imports in PCR EducatorManaging DAT FilterManaging DAT Filter ConditionsMeet PCR Educator’s New Filter Groups & Enhanced Filter Management!Migrating DMT to DATNew Feature: Flexible Revenue RecognitionPCR Educator Transforms School Life for Families, Teachers, and AdministratorsPCR Educator: Launching SOAP APIPeriod Attendance Not Taken PDF ReportPeriod Attendance Not Taken PDF ReportPeriod Attendance Not Taken PDF ReportPrinting 1096Printing 1099Printing 1099 and 1096 for Tax Year 2020Reviewing Existing DAT FilterReviewing Existing DMT FilterSaving DAT FilterStandard Query: [Admin] Add/DropsStandard Query: [Admin] Attendance by DayStandard Query: [Admin] Attendance DetailsStandard Query: [Admin] Courses Without Report Card Mark TypesStandard Query: [Admin] Daily AttendanceStandard Query: [Admin] Dropped ClassesStandard Query: [Admin] Enrolled Students with Grandparent HouseholdsStandard Query: [Admin] Enrolled Students with Parent HouseholdsStandard Query: [Admin] Historical AttendanceStandard Query: [Admin] Interim CommentsStandard Query: [Admin] Interim MarksStandard Query: [Admin] Notification RecipientsStandard Query: [Admin] Orphaned Period AttendanceStandard Query: [Admin] Parent Teacher Conferences by HouseholdStandard Query: [Admin] Parent Teacher Conferences by StudentStandard Query: [Admin] Parents of AlumniStandard Query: [Admin] Period Attendance Not TakenStandard Query: [Admin] Period Attendance TakenStandard Query: [Admin] Present and Absent for a DayStandard Query: [Admin] Report Card StatusesStandard Query: [Admin] Report Card Statuses by DepartmentStandard Query: [Admin] Staff who are Current ParentsStandard Query: [Admin] Student BarcodesStandard Query: [Admin] Student Evaluation ResultsStandard Query: [Admin] Student Historical MarksStandard Query: [Admin] Students Per Grade LevelStandard Query: [Admin] Students Per SchoolStandard Query: [Admin] Students Per School DivisionStandard Query: [Admissions] Applicants with HouseholdsStandard Query: [Admissions] Diversity ReportStandard Query: [Admissions] Evaluation ResultsStandard Query: [Admissions] Inquiries w/EvaluatorsStandard Query: [Admissions] Inquiries w/o EvaluatorsStandard Query: [Admissions] Inquiry Action StatisticsStandard Query: [Admissions] Inquiry Action Statistics TotalsStandard Query: [Admissions] Totals by Grade Level/GenderStandard Query: [Admissions] Totals by Status/SubstatusStandard Query: [Admissions] Totals by Zip CodeStandard Query: [Comments] Staff CommentsStandard Query: [Development] $0 - $499 ContactsStandard Query: [Development] $1001 - $5000 ContactsStandard Query: [Development] $5,000+ ContactsStandard Query: [Development] $500 - $1000 ContactsStandard Query: [Development] LYBNTStandard Query: [Development] Notification RecipientsStandard Query: [Finance] Daily Deposit Total by AccountStandard Query: [Finance] GL Account Activity DetailsStandard Query: [Finance] GL Account Activity SummaryStandard Query: [Finance] Monthly Account ActivityStandard Query: [Scheduling] Block List - TodayStandard Query: [Scheduling] Next Year Section Enrolled Totals by Next Grade LevelStandard Query: Admin - Enrolled Student Counts by YearStandard Query: Admin - Graduation Requirements DetailsStandard Query: Admin - Graduation Requirements SummaryStandard Query: Scheduling - Prerequisites: Prerequisite CriteriaStandard Query: Scheduling - RoomsStandard Query: Scheduling - Student CoursesUpdate DATUpdate: Grade Level Fields in DAT FilterUsing Filter Groups on ListsVerifying 1099Why is my DAT Query or DAT Filter slow?
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Application Guides

3 articles

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AskNotification TriggerRoles Dictionary
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Communications

27 articles

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AI PromptAI Prompt QueryAI Prompt Query: ExampleAI Prompt: ExampleClient Relationship Management (CRM) AutomationClosing the School Year Exporting DataConfiguring AI PromptCreating Notification TriggerFAQ: How to suppress blank merge fieldsMeet PCR Educator’s New AI Email Generator!New Feature Launch: Smarter, Personalized Email Outreach with AINotification TemplateNotification Template GroupNotification TriggerNotification Trigger - Birthday (Household/Contact/Customer)Notification Trigger - Donor Pledge Payment ReminderNotification Trigger - User Website AnnouncementsNotification Trigger - User Website ForumsPCR Educator to Offer Free Access to Student Information System and Communication Platform For 90 Days For New K-12 SchoolsPCR Educator Transforms School Life for Families, Teachers, and AdministratorsPropel Your School’s Web Presence into The Next Generation With Google Analytics 4Sample TemplatesUnlock Smarter Communication with Notification Template GroupsUpdate: Email Screen InterfaceUpdate: Notifications Moved to Home PageUpdate: Streamlined Selector and Widget ConfigurationUsing AI Prompt
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Data Conversion

16 articles

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Alumni WizardAlumni Wizard - Assigning Parent Household AttributesAlumni Wizard - Assigning Student Household AttributesAlumni Wizard - Creating Student HouseholdImporting DataImporting Data for Existing RecordsImporting New RecordsImporting New Records - Ask ActionsImporting New Records - AsksImporting New Records - Contact AttributesImporting New Records - Score TypesImporting New Records - Scoring CategoriesIntroducing the LiveWrite API: Automating Data Imports in PCR EducatorPCR Educator to Offer Free Access to Student Information System and Communication Platform For 90 Days For New K-12 SchoolsRecording Development Activity in FinanceRecording Development Activity in Finance through Journal Entries
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FAQ

4 articles

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Client Relationship Management (CRM) AutomationFAQ: How to suppress blank merge fieldsHow to mark deceased date?PCR Educator Transforms School Life for Families, Teachers, and Administrators
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Interface

69 articles

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ActionAction CategoryAI PrerequisitesAI PromptAI Prompt QueryAI Prompt Query: ExampleAI Prompt: ExampleApplication SetupApplication Setup (CMS/Website)AskAsk ActionAsk AttributeAsk TeamAsk TrackAsk Track ActionAssigning Moves Management TrackAttributeAttribute CategoryAutomated Payment Processing (Development)Calculated AttributeClient Relationship Management (CRM) AutomationClosing the School Year Exporting DataConfiguring ActionConfiguring AI PromptConfiguring FlagsConfiguring Payment ConfigurationConfiguring Stored Payment TypeContact Records GenerationCreating AskCreating Ask - BulkCreating Ask - IndividualCreating Ask TeamCreating AttributeCreating Attribute CategoryCreating Moves Management TrackCustom Flagging for Improved Student and Household TrackingDeceased Date UpdateDevelopment - VideosDevelopment/Advancement Important UpdateExcluding Records from Contact ListFlagMeet PCR Educator’s New AI Email Generator!Moves Management TrackNew Feature Launch: Smarter, Personalized Email Outreach with AINew Update Brings a Simple Solution For Parents to Change Payment PlansNotification TemplateNotification Template GroupOnline DonationPayment ProcessorPCR Educator to Offer Free Access to Student Information System and Communication Platform For 90 Days For New K-12 SchoolsPCR Educator Transforms School Life for Families, Teachers, and AdministratorsPrinting Tax Receipt (Development)Propel Your School’s Web Presence into The Next Generation With Google Analytics 4Recording Action using Moves Management TrackRecording Ask ResultRecording AttributeRecording Attribute - BulkRecording Attribute - IndividualRoles DictionarySample Ask Moves Management TrackUnlock Smarter Communication with Notification Template GroupsUpdate: Action Configuration Has MovedUpdate: Contextual HelpUpdate: Email Screen InterfaceUpdate: Notifications Moved to Home PageUpdate: Streamlined Selector and Widget ConfigurationUpdating Stored Payment Info: Development PortalUsing AI PromptVoiding Tax Receipts (Development)
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Records and Data Entry

90 articles

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ActionAction CategoryAlumni WizardAlumni Wizard - Assigning Parent Household AttributesAlumni Wizard - Assigning Student Household AttributesAlumni Wizard - Creating Student HouseholdApplication SetupApplication Setup (CMS/Website)AskAsk ActionAsk AttributeAsk TeamAsk TrackAsk Track ActionAssigning Moves Management TrackAttributeAttribute CategoryAutomated Payment Processing (Development)Calculated AttributeCampaignCampaign TypeCampaign/Fund AssociationClient Relationship Management (CRM) AutomationConfiguring ActionConfiguring FlagsConfiguring Payment ConfigurationConfiguring Stored Payment TypeContactContact AddressContact Attribute Categories and Attributes Sample ConfigurationContact AwardContact Financial InformationContact Records GenerationContact RelationshipContact TypeCreating AskCreating Ask - BulkCreating Ask - IndividualCreating Ask TeamCreating AttributeCreating Attribute CategoryCreating CampaignCreating FundCreating Moves Management TrackCustom Flagging for Improved Student and Household TrackingDevelopment - VideosDevelopment DAT WebinarDevelopment UpdatesDevelopment/Advancement Important UpdateDonationDonation TypesDonor ActionExcluding Records from Contact ListFlagFundFunds/GL Account MappingGenerating Tax Receipt Record (Development)Importing New Records - Ask ActionsImporting New Records - AsksImporting New Records - Bus Route SignupsImporting New Records - CampaignsImporting New Records - Contact Financial InfoImporting New Records - Contact Outside DonationsImporting New Records - Contact RelationsImporting New Records - FundsImporting New Records - Gifts and Pledges (One Payment Per Row)Introducing the LiveWrite API: Automating Data Imports in PCR EducatorMoves Management TrackNew Update Brings a Simple Solution For Parents to Change Payment PlansPayment ConfigurationPCR Educator to Offer Free Access to Student Information System and Communication Platform For 90 Days For New K-12 SchoolsPledge Write-OffPrinting Tax Receipt (Development)Recording Action using Moves Management TrackRecording Ask ResultRecording AttributeRecording Attribute - BulkRecording Attribute - IndividualRecording Development Activity in FinanceRecording Development Activity in Finance through Journal EntriesRecording Donations in BulkRecording Donations One-at-a-timeRecording Soft CreditRoles DictionarySample TemplatesSoft CreditStored Payment InfoStored Payment TypeTax Receipt Record (Development)Voiding Tax Receipts (Development)
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Reporting and Data Analytics

26 articles

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AI PromptAI Prompt QueryAI Prompt Query: ExampleAI Prompt: ExampleClient Relationship Management (CRM) AutomationClosing the School Year Exporting DataConfiguring AI PromptDAT - Development Data StructureDAT Development Webinar Meeting LinkDAT Webinar - DevelopmentDAT Webinar - Development Level IDevelopment DAT WebinarDevelopment UpdatesIntroducing the LiveWrite API: Automating Data Imports in PCR EducatorPCR Educator Transforms School Life for Families, Teachers, and AdministratorsPCR Educator: Launching SOAP APIRoles DictionaryStandard Filter: [PCR Educator Imported] - Development Mail RecipientsStandard Query: [Development] $0 - $499 ContactsStandard Query: [Development] $1001 - $5000 ContactsStandard Query: [Development] $5,000+ ContactsStandard Query: [Development] $500 - $1000 ContactsStandard Query: [Development] Donation Payment ErrorsStandard Query: [Development] LYBNTStandard Query: [Development] Notification RecipientsUsing AI Prompt
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Application Guides

8 articles

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(Re) Enrollment Contract(Re) Enrollment Contract ChecklistDAT - WebinarEarn Date Revenue RecognitionNew Feature: Flexible Revenue RecognitionNotification TriggerRoles DictionaryTesting Payment Configuration
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Communications

31 articles

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AI PromptAI Prompt QueryAI Prompt Query: ExampleAI Prompt: ExampleClient Relationship Management (CRM) AutomationClosing the School Year Exporting DataConfiguring AI PromptCreating Notification TriggerFAQ: How to suppress blank merge fieldsFAQ: Who Gets the New IRS 1099-NEC Form?Meet PCR Educator’s New AI Email Generator!New Feature Launch: Smarter, Personalized Email Outreach with AINotification TemplateNotification Template GroupNotification TriggerNotification Trigger - Birthday (Household/Contact/Customer)Notification Trigger - Customer Balance LowNotification Trigger - Customer Billing ReminderNotification Trigger - Purchase Order UpdateNotification Trigger - StudentNotification Trigger - User Website AnnouncementsNotification Trigger - User Website ForumsPay Vendors through PCR EducatorPCR Educator to Offer Free Access to Student Information System and Communication Platform For 90 Days For New K-12 SchoolsPCR Educator Transforms School Life for Families, Teachers, and AdministratorsText and Voice CommunicationUnlock Smarter Communication with Notification Template GroupsUpdate: Email Screen InterfaceUpdate: Notifications Moved to Home PageUpdate: Streamlined Selector and Widget ConfigurationUsing AI Prompt
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Data Conversion

12 articles

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FAQ: Who Gets the New IRS 1099-NEC Form?Importing DataImporting Data for Existing RecordsImporting New RecordsImporting New Records - Chart of AccountsImporting New Records - Financial Aid AwardsImporting New Records - Vendor Invoice ItemsIntroducing the LiveWrite API: Automating Data Imports in PCR EducatorNew Vendor Roles AnnouncementPCR Educator to Offer Free Access to Student Information System and Communication Platform For 90 Days For New K-12 SchoolsRecording Development Activity in FinanceRecording Development Activity in Finance through Journal Entries
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FAQ

25 articles

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A parent accidentally submitted the wrong (Re) Enrollment Contract. How can I have them complete the correct one?Charging Echeck Processing FeesClient Relationship Management (CRM) AutomationFAQ: How to suppress blank merge fieldsFAQ: Recognizing Revenue on a Payment PlanFAQ: What's the process for managing fixed assets we have paid for but have not placed into service yet?FAQ: Who Gets the New IRS 1099-NEC Form?Finance - Monthly ClosingHow can I change the line items on the Summary Page in the (Re) Enrollment Contract?How can I manually apply Financial Aid Awards to Customer Invoices?PCR Educator Transforms School Life for Families, Teachers, and AdministratorsReflecting School Admissions Application Fees in Finance PortalTesting Payment ConfigurationVerifying 1099What does it mean when I receive an error in my email for the (Re) Enrollment Contract?Why am I not taken to the payment screen before the (Re) Enrollment Contract is submitted?Why am I receiving an error when trying to submit the (Re) Enrollment Contract from the payment page?Why are the drop downs in Finance > Contracts > Student Contracts - Options Selected showing the same option multiple times for (Re) Enrollment Contracts?Why cannot a user access the Finance portal?Why do I not see the new action types I created in (Re) Enrollment Contract > Settings?Why is a graduated or withdrawn student is showing when a parent logs into the (Re) Enrollment Contract application?Why is a student not showing when a parent logs in to the (Re) Enrollment Contract application?Why is my (Re) Enrollment Contract header banner running off the side of the page?Why is the student's financial aid not showing in the (Re) Enrollment Contract?Why is there is extra space between paragraphs on the PDF version of my (Re) Enrollment Contract?
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Interface

164 articles

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(Re) Enrollment Contract(Re) Enrollment Contract - Videos(Re) Enrollment Contract Admissions Enrolling for Contract Setup(Re) Enrollment Contract Application Setup(Re) Enrollment Contract Check Box Control(Re) Enrollment Contract Checklist(Re) Enrollment Contract Cleaning Control Options for Students(Re) Enrollment Contract Confirmation Email Setup(Re) Enrollment Contract Control(Re) Enrollment Contract Control Option(Re) Enrollment Contract Date Stamp Control(Re) Enrollment Contract Enrollment Options Setup(Re) Enrollment Contract Financial Aid Control(Re) Enrollment Contract Holds(Re) Enrollment Contract Impersonate(Re) Enrollment Contract Instructions(Re) Enrollment Contract Integrity(Re) Enrollment Contract Invoice / Payment Setup(Re) Enrollment Contract Overrides(Re) Enrollment Contract Payment Options Control(Re) Enrollment Contract Pre-Setup(Re) Enrollment Contract Profile(Re) Enrollment Contract Profile Alternatives(Re) Enrollment Contract Profile Configuration(Re) Enrollment Contract Radio Button Control(Re) Enrollment Contract Section(Re) Enrollment Contract Settings(Re) Enrollment Contract Signature(Re) Enrollment Contract Signature Control(Re) Enrollment Contract Signature Setup(Re) Enrollment Contract Signing(Re) Enrollment Contract Statistics(Re) Enrollment Contract Text Control(Re) Enrollment Contract Transportation Control(Re) Enrollment Contract Transportation Multi Control(Re) Enrollment Contract Tuition, Fees, and Deposits(Re) Enrollment Contract Webinar - Part I(Re) Enrollment Contract Webinar - Part II(Re) Enrollment Contract Year to YearA parent accidentally submitted the wrong (Re) Enrollment Contract. How can I have them complete the correct one?ActionAction CategoryAdding / Dropping Course Student BillingAdding Course - InvoiceAI PrerequisitesAI PromptAI Prompt QueryAI Prompt Query: ExampleAI Prompt: ExampleAP Aging Report UpdateAP InvoiceApplication SetupApplication Setup (CMS/Website)Applying Discount to Student AttributeApplying Product to DiscountAttributeAttribute CategoryAutomated Payment Processing (Finance)Auto-Pay Configuration (Finance)Auto-Pay Results (Finance)Calculated AttributeCharging Echeck Processing FeesChart LayoutChart of AccountsClient Relationship Management (CRM) AutomationClosing the School Year Exporting DataCMS Portal: Stored Payment Info Management WidgetCMS Widget - DepositCMS Widget - Invoice PaymentsConfiguring ActionConfiguring AI PromptConfiguring FlagsConfiguring Payment ConfigurationConfiguring Stored Payment TypeCopying Chart LayoutCopying/Deleting/Editing Chart LayoutCourse SignupCreating AttributeCreating Attribute CategoryCreating Chart LayoutCreating Fiscal YearCreating Fixed AssetCreating Fixed Asset - AP InvoiceCreating Fixed Asset - BulkCreating Fixed Asset - IndividualCreating Payment TermCustom Flagging for Improved Student and Household TrackingDeleting Chart LayoutDepreciating Fixed AssetDid you know it's never been easier for families to pay — for everything?DiscountDropping Course - RefundDropping Course - Reversing DiscountEarn Date Revenue RecognitionEditing Chart LayoutEntering AR InvoiceEntering AR Invoice - in BulkEntering AR Invoice - IndividuallyFAQ: What's the process for managing fixed assets we have paid for but have not placed into service yet?FAQ: Who Gets the New IRS 1099-NEC Form?Finance Unearned / Deferred RevenueFinance Update: CustomersFinance/Student Billing - VideosFiscal YearFixed AssetFlagGenerating AR Invoice AutomaticallyGenerating Finance Charges for AR InvoicesGL AccountGL Account Category / Account TypeGL Account MappingGrade LevelGrouping Fixed AssetHow to enroll a new student without having the parent submit an Enrollment Contract?Managing Credit CardsMeet PCR Educator’s New AI Email Generator!New Feature Launch: Smarter, Personalized Email Outreach with AINew Feature: Finance Pay to Name FieldNew Feature: Flexible Revenue RecognitionNew Update Brings a Simple Solution For Parents to Change Payment PlansNotification TemplateNotification Template GroupPay Vendors through PCR EducatorPayment ProcessorPayment TermPCR Educator to Offer Free Access to Student Information System and Communication Platform For 90 Days For New K-12 SchoolsPCR Educator Transforms School Life for Families, Teachers, and AdministratorsPosting Financial Records to the General LedgerPre-AuthorizationPrinting - [Finance] Customer InvoicePrinting - [Finance] Customer ReceiptPurchase OptionRecording AttributeRecording Attribute - BulkRecording Attribute - IndividualReflecting School Admissions Application Fees in Finance PortalRoles DictionarySchool DivisionSchool InfoSchool Info (Finance)Student Purchase OptionTeacher Purchase OptionUnlock Smarter Communication with Notification Template GroupsUpdate: Action Configuration Has MovedUpdate: CMS Purchase OrdersUpdate: Contextual HelpUpdate: Email Screen InterfaceUpdate: Finance Menu ChangeUpdate: Finance Student ContractsUpdate: New Copy FunctionUpdate: Notifications Moved to Home PageUpdate: Number Of RecordsUpdate: Streamlined Selector and Widget ConfigurationUpdating (Re) Enrollment Contract Year to YearUpdating Stored Payment InfoUpdating Stored Payment Info: (Re) Enrollment ContractUpdating Stored Payment Info: Activity Sign-UpsUpdating Stored Payment Info: CMS PortalUpdating Stored Payment Info: Finance PortalUpdating Stored Payment Info: Online DonationsUsing AI PromptUsing Chart LayoutVerifying (Re) Enrollment Contract ProfileWhy cannot a user access the Finance portal?
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Records and Data Entry

142 articles

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(Re) Enrollment Contract - VideosA parent accidentally submitted the wrong (Re) Enrollment Contract. How can I have them complete the correct one?Accounts Receivable ReconciliationActionAction CategoryAdding / Dropping Course Student BillingAdding Course - InvoiceAllocating AR Receipt/Credit - BulkAllocating AR Receipt/Credit - IndividualAP Check Register Print UpdateAP InvoiceApplication SetupApplication Setup (CMS/Website)Applying Financial Aid Awards as Customer CreditsApplying Financial Aid Awards to Customer Invoices as Line ItemsAssigning Budget Managers to Finance AccountsAttributeAttribute CategoryAutomated Payment ProcessingAutomated Payment Processing (Finance)Auto-Pay Configuration (Finance)Auto-Pay Results (Finance)Balance CalculationBalance Calculation - By CustomerBalance Calculation - By StudentBalance Calculation ScenariosBudget ManagerBudget Manager Purchase Order Item ApprovalCalculated AttributeCharging Echeck Processing FeesClient Relationship Management (CRM) AutomationConfiguring ActionConfiguring FlagsConfiguring Payment ConfigurationConfiguring Stored Payment TypeCreating AttributeCreating Attribute CategoryCreating Fiscal YearCreating Fixed AssetCreating Fixed Asset - AP InvoiceCreating Fixed Asset - BulkCreating Fixed Asset - IndividualCreating LedgerCreating Payment TermCredit Balances Available Online for ParentsCustom Flagging for Improved Student and Household TrackingCustomer Balance ConfigurationDepreciating Fixed AssetDid you know it's never been easier for families to pay — for everything?Dropping Course - RefundDropping Course - Reversing DiscountEntering AR InvoiceEntering AR Invoice - in BulkEntering AR Invoice - IndividuallyFAQ: Who Gets the New IRS 1099-NEC Form?Finance Unearned / Deferred RevenueFinance/Student Billing - VideosFinancial Aid CategoriesFlagGenerating AR Invoice AutomaticallyGenerating Finance Charges for AR InvoicesGrade LevelGrouping Fixed AssetHandling Voided Receipts on DepositsHow can I manually apply Financial Aid Awards to Customer Invoices?How to enroll a new student without having the parent submit an Enrollment Contract?Identifying Discrepancy in Accounts Receivable ReconciliationImporting New Records - AddressesImporting New Records - Contact Financial InfoImporting New Records - Contact Outside DonationsImporting New Records - Customer CreditsImporting New Records - Customer InvoicesImporting New Records - Customer ReceiptsImporting New Records - Customers and AddressesImporting New Records - Finance Address/ContactImporting New Records - Financial Aid Award ActionsImporting New Records - Financial Aid AwardsImporting New Records - Fixed AssetsImporting New Records - Journal EntriesImporting New Records - Journal Entry ItemsImporting New Records - Miscellaneous PaymentsImporting New Records - Product DatesImporting New Records - Vendor CreditsImporting New Records - Vendor Invoice ItemsImporting New Records - Vendor Payment ItemsIntroducing the LiveWrite API: Automating Data Imports in PCR EducatorLedgersManaging Credit CardsMigrating Deposits (including receipts)Migrating Invoices, Credits, Journal Entries between LedgersMigrating Other (Invoices, Credits, Journal Entries)Migrating PaymentsNew Update Brings a Simple Solution For Parents to Change Payment PlansNew Vendor Roles AnnouncementPayment ConfigurationPayment TermPCR Educator to Offer Free Access to Student Information System and Communication Platform For 90 Days For New K-12 SchoolsPosting Financial Records to the General LedgerProcessing Returned Customer PaymentsProductPurchase OptionPurchase Order StatusReconciling Account Balances between LedgersReconciling Credit Card Deposits with Payment ProcessorReconciling Customer Balance to A/R Aging ReportReconciling Customer Balance to General LedgerReconciling Deposits with Payment GatewayReconciling Deposits with Payment ProcessorReconciling eCheck Deposits with Payment ProcessorRecording AttributeRecording Attribute - BulkRecording Attribute - IndividualRecording Credit Card Payment from Bank AccountRecording Development Activity in FinanceRecording Development Activity in Finance through Journal EntriesRecording Development Activity in Finance through Journal Entries - ReconciliationRecording Vendor PaymentRecording Vendor Payments from InvoicesRecording Vendor Payments from Payments ScreenRecording Vendor Payments from VendorsRecording Vendor Payments in BulkReflecting School Admissions Application Fees in Finance PortalRefunding CustomerRefunding Customer Payment ShortcutRefunding Customer ReceiptReturned Customer PaymentRoles DictionarySchool DivisionSchool InfoSchool Info (Finance)Stored Payment InfoStored Payment TypeStudent Purchase OptionSummer School/Summer Camp - VideosTeacher Purchase OptionText and Voice CommunicationUnallocated AR Receipt/CreditUpdate: Number Of RecordsVendor PaymentVerifying 1099Voiding Returned Customer PaymentWriting Checks
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Reporting and Data Analytics

46 articles

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AI PromptAI Prompt QueryAI Prompt Query: ExampleAI Prompt: ExampleAP Aging Report UpdateChart LayoutClient Relationship Management (CRM) AutomationClosing the School Year Exporting DataConfiguring AI PromptCopying Chart LayoutCopying/Deleting/Editing Chart LayoutCreating Chart LayoutDAT - (Re) Enrollment Data StructureDAT - Finance AP Data StructureDAT - Finance AR Customer Statement Data StructureDAT - Finance AR Data StructureDAT - WebinarDAT Webinar - (Re) EnrollmentDAT Webinar - FinanceDeleting Chart LayoutEditing Chart LayoutExporting Transactions for an External LedgerFAQ: Who Gets the New IRS 1099-NEC Form?Finance - ReportsFinance - Reports - BudgetsFinance - Reports FieldsFinance - Reports GeneralFinance - Reports SaveIdentifying Discrepancy in Accounts Receivable ReconciliationIntroducing the LiveWrite API: Automating Data Imports in PCR EducatorNew Feature: Flexible Revenue RecognitionNew Features: Invoice Expense Allocation ReportPCR Educator Transforms School Life for Families, Teachers, and AdministratorsPCR Educator: Launching SOAP APIPosting Financial Records to the General LedgerPrinting 1096Printing 1099Printing 1099 and 1096 for Tax Year 2020Roles DictionaryStandard Query: [Finance] Daily Deposit Total by AccountStandard Query: [Finance] GL Account Activity DetailsStandard Query: [Finance] GL Account Activity SummaryStandard Query: [Finance] Monthly Account ActivityUsing AI PromptUsing Chart LayoutVerifying 1099
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Application Guides

2 articles

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Forms for Staff, Households, Customers, Vendors, and Donors!Roles Dictionary
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Communications

21 articles

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4 seconds for Daily Health Check-inAI PromptAI Prompt QueryAI Prompt Query: ExampleAI Prompt: ExampleAnnual FormsConfiguring AI PromptForms for Staff, Households, Customers, Vendors, and Donors!Meet PCR Educator’s New AI Email Generator!New Feature Launch: Smarter, Personalized Email Outreach with AINotification TemplateNotification Template GroupPCR Educator to Offer Free Access to Student Information System and Communication Platform For 90 Days For New K-12 SchoolsQ & A: Collecting COPPA FormsQ & A: Preparing for School Shut Down and Remote InstructionQ & A: Surveying ParentsUnlock Smarter Communication with Notification Template GroupsUpdate: Email Screen InterfaceUpdate: Notifications Moved to Home PageUpdate: Streamlined Selector and Widget ConfigurationUsing AI Prompt
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Data Conversion

5 articles

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Importing DataImporting Data for Existing RecordsImporting New RecordsIntroducing the LiveWrite API: Automating Data Imports in PCR EducatorPCR Educator to Offer Free Access to Student Information System and Communication Platform For 90 Days For New K-12 Schools
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FAQ

5 articles

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FAQ: What information does the Permanent Student Record’s ‘Student Record Inclusions’ section include?FAQ: Why is there a red asterisk next to the student’s name in the CMS Portal?Q & A: Collecting COPPA FormsQ & A: Preparing for School Shut Down and Remote InstructionQ & A: Surveying Parents
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Interface

28 articles

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4 seconds for Daily Health Check-inActionAction CategoryAI PrerequisitesAI PromptAI Prompt QueryAI Prompt Query: ExampleAI Prompt: ExampleAnnual FormsConfiguring ActionConfiguring AI PromptMeet PCR Educator’s New AI Email Generator!New Feature Launch: Smarter, Personalized Email Outreach with AINotification TemplateNotification Template GroupPCR Educator to Offer Free Access to Student Information System and Communication Platform For 90 Days For New K-12 SchoolsQ & A: Collecting COPPA FormsQ & A: Preparing for School Shut Down and Remote InstructionQ & A: Surveying ParentsRoles DictionaryUnlock Smarter Communication with Notification Template GroupsUpdate: Action Configuration Has MovedUpdate: Contextual HelpUpdate: Email Screen InterfaceUpdate: Notifications Moved to Home PageUpdate: Number Of RecordsUpdate: Streamlined Selector and Widget ConfigurationUsing AI Prompt
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Records and Data Entry

15 articles

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4 seconds for Daily Health Check-inActionAction CategoryAnnual FormsConfiguring ActionFAQ: What information does the Permanent Student Record’s ‘Student Record Inclusions’ section include?Forms for Staff, Households, Customers, Vendors, and Donors!Importing New Records - Student ImmunizationsIntroducing the LiveWrite API: Automating Data Imports in PCR EducatorPCR Educator to Offer Free Access to Student Information System and Communication Platform For 90 Days For New K-12 SchoolsQ & A: Collecting COPPA FormsQ & A: Preparing for School Shut Down and Remote InstructionQ & A: Surveying ParentsRoles DictionaryUpdate: Number Of Records
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Reporting and Data Analytics

12 articles

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AI PromptAI Prompt QueryAI Prompt Query: ExampleAI Prompt: ExampleAnnual FormsConfiguring AI PromptFAQ: What information does the Permanent Student Record’s ‘Student Record Inclusions’ section include?Forms for Staff, Households, Customers, Vendors, and Donors!Introducing the LiveWrite API: Automating Data Imports in PCR EducatorPCR Educator: Launching SOAP APIRoles DictionaryUsing AI Prompt
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Application Guides

2 articles

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Notification TriggerNotification Triggers, Now on Your School's Calendar
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Communications

41 articles

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AI PromptAI Prompt QueryAI Prompt Query: ExampleAI Prompt: ExampleAutomatic Birthday NotificationsClosing the School Year Exporting DataConfiguring AI PromptCreating Notification TriggerFAQ: What is the File size limit for Email Attachments?Frequently Suggested Feature Makes its Way to Our SISMeet PCR Educator’s New AI Email Generator!New Feature Launch: Smarter, Personalized Email Outreach with AINotification TemplateNotification Template GroupNotification TriggerNotification Trigger - Action Reminder (Admissions)Notification Trigger - Birthday (Household/Contact/Customer)Notification Trigger - Customer Balance LowNotification Trigger - Customer Billing ReminderNotification Trigger - Donor Pledge Payment ReminderNotification Trigger - Inquiry Missing ActionsNotification Trigger - Purchase Order UpdateNotification Trigger - StudentNotification Trigger - Student Drop Box Teacher FeedbackNotification Trigger - Student Gradebook AverageNotification Trigger - Student Gradebook ScoreNotification Trigger - Student Missing AssessmentNotification Trigger - User Website AnnouncementsNotification Trigger - User Website ForumsNotification Triggers, Now on Your School's CalendarPCR Educator to Offer Free Access to Student Information System and Communication Platform For 90 Days For New K-12 SchoolsPCR Educator Transforms School Life for Families, Teachers, and AdministratorsPCR Educator’s Email System Receives Expansive UpgradeText and Voice CommunicationUnlock Smarter Communication with Notification Template GroupsUpdate: Email Screen InterfaceUpdate: Inquiry Submit – Add Email to New User SettingUpdate: Notifications Moved to Home PageUpdate: Streamlined Selector and Widget ConfigurationUsing AI PromptVerifying Toll-Free Numbers and Preventing SMS Blocking: Action Required
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Data Conversion

1 articles

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PCR Educator to Offer Free Access to Student Information System and Communication Platform For 90 Days For New K-12 Schools
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FAQ

2 articles

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FAQ: What is the File size limit for Email Attachments?PCR Educator Transforms School Life for Families, Teachers, and Administrators
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Interface

20 articles

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AI PromptAI Prompt QueryAI Prompt Query: ExampleAI Prompt: ExampleClosing the School Year Exporting DataConfiguring AI PromptMeet PCR Educator’s New AI Email Generator!New Feature Launch: Smarter, Personalized Email Outreach with AINotification TemplateNotification Template GroupPCR Educator to Offer Free Access to Student Information System and Communication Platform For 90 Days For New K-12 SchoolsPCR Educator Transforms School Life for Families, Teachers, and AdministratorsSending Notification - CombinedSending Notification to StaffUnlock Smarter Communication with Notification Template GroupsUpdate: Email Screen InterfaceUpdate: Inquiry Submit – Add Email to New User SettingUpdate: Notifications Moved to Home PageUpdate: Streamlined Selector and Widget ConfigurationUsing AI Prompt
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Records and Data Entry

3 articles

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Notification Triggers, Now on Your School's CalendarPCR Educator to Offer Free Access to Student Information System and Communication Platform For 90 Days For New K-12 SchoolsText and Voice Communication
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Reporting and Data Analytics

8 articles

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AI PromptAI Prompt QueryAI Prompt Query: ExampleAI Prompt: ExampleClosing the School Year Exporting DataConfiguring AI PromptPCR Educator Transforms School Life for Families, Teachers, and AdministratorsUsing AI Prompt
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Application Guides

40 articles

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(Re) Enrollment Contract(Re) Enrollment Contract ChecklistCampus Basic WebinarCampus Basic Webinar 2Campus Basic Webinar 2022 - Part 1Check-In / Check-Out, Now Connected to Period AttendanceClosing the School YearClosing the School Year (2021)Closing the School Year Adjust the Parent Portal and Student PortalClosing the School Year Archive Individual Student ReportsClosing the School Year ChecklistClosing the School Year Close the Database Year StepClosing the School Year Confirm Include on TranscriptClosing the School Year Confirm Teacher CategoriesClosing the School Year Copy Scheduling DataClosing the School Year Enroll Incoming StudentsClosing the School Year Fix Different Courses with the Same NameClosing the School Year Fix Overlapping Marking PeriodsClosing the School Year Request ClosingClosing the School Year Review Attendance to HistoryClosing the School Year Review Grades to HistoryClosing the School Year Review Orphaned GradesClosing the School Year Review Post-Close ChecklistClosing the School Year Review UsersClosing the School Year Schedule Next YearClosing the School Year Set BC Trax Month Field (BC Schools Only)Closing the School Year Set Next Year Student FieldsClosing the School Year Update Status/Substatus for Next YearClosing the School Year Webinar 2022Closing the School Year WizardDAT - WebinarEnd of School Year ChecklistForms for Staff, Households, Customers, Vendors, and Donors!Meet PCR Educator’s New Filter Groups & Enhanced Filter Management!Notification TriggerNotification Triggers, Now on Your School's CalendarRoles DictionarySaved Filters, Now Counting, Summing, and AveragingStatus/Substatus CalculationVideos
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Communications

85 articles

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4 seconds for Daily Health Check-inAdmissions Status by Division AnnouncementAI PromptAI Prompt QueryAI Prompt Query: ExampleAI Prompt: ExampleAnnual FormsAre You Ready to Outsource These Tasks to Machine Learning?Boost Your Growth Potential with Google Tag ManagerClose of the School Year 2019 AnnouncementClose of the School Year 2019 AnnouncementClose of the School Year 2020 AnnouncementClosing the School Year Exporting DataCMS WidgetCMS Widget - AlertCMS Widget - CalendarCMS Widget - Class Minisite WizardCMS Widget - Content RosterCMS Widget - Content Type TextCMS Widget - Forum Profile StatisticCMS Widget - Image GalleryCMS Widget - NewsConfiguring AI PromptContent TypeContent Type CategoryContent Type: Class MinisiteContent Type: MembershipCreating Content TypeCreating Content Type CategoryCreating Content Type: Class Minisite WizardCreating Content Type: CMS PortalCreating Notification TriggerEdit Filter AnnouncementElevate Your Summer Camp ExperienceEmail Issue with Chrome Extension GrammarlyEnable Convenience Fees for eCheck Enrollment Payments TodayFAQ: How to suppress blank merge fieldsForms for Staff, Households, Customers, Vendors, and Donors!Frequently Suggested Feature Makes its Way to Our SISGender Inclusive PronounsGoogle Classroom Integration AnnouncementInfrastructure Upgrade Brings Host of New FeaturesLocalized DNS IssuesMeet PCR Educator’s New AI Email Generator!Meet PCR Educator’s New Filter Groups & Enhanced Filter Management!Navigate Annual Forms with EaseNever Miss an Update With PCR Educator’s Email Notification SystemNew Feature Launch: Smarter, Personalized Email Outreach with AINotification TemplateNotification Template GroupNotification TriggerNotification Trigger - Birthday (Household/Contact/Customer)Notification Trigger - StudentNotification Trigger - Student Drop Box Teacher FeedbackNotification Trigger - Student Gradebook AverageNotification Trigger - Student Gradebook ScoreNotification Trigger - Student Missing AssessmentNotification Trigger - User Website AnnouncementsNotification Trigger - User Website ForumsNotification Triggers, Now on Your School's CalendarPCR Educator Customer PortalPCR Educator School PortalPCR Educator to Offer Free Access to Student Information System and Communication Platform For 90 Days For New K-12 SchoolsPCR Educator Transforms School Life for Families, Teachers, and AdministratorsPCR Educator’s New Update Makes Data Entry More EfficientQ & A: Can we create custom fields in PCR Educator?Q & A: Collecting COPPA FormsQ & A: Preparing for School Shut Down and Remote InstructionQ & A: Surveying ParentsSample TemplatesScheduled MaintenanceSchool POS Now Supports Touchless TransactionsStart Harnessing the Power of PCR Educator’s Peer-to-Peer Fundraising Platform TodayStart Uploading Files to New Application EvaluationsText and Voice CommunicationThese New Security Features are Working Hard to Keep Your Data SafeTranslate your CRM PortalsUnlock Smarter Communication with Notification Template GroupsUpdate: Email Screen InterfaceUpdate: Notifications Moved to Home PageUpdate: Streamlined Selector and Widget ConfigurationUse This New Student Indicator to Track Attendance TypeUsing AI PromptVerifying Toll-Free Numbers and Preventing SMS Blocking: Action RequiredWhat does a notification “read date” indicate?
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Data Conversion

41 articles

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Alumni WizardAlumni Wizard - Assigning Parent Household AttributesAlumni Wizard - Assigning Student Household AttributesAlumni Wizard - Creating Student HouseholdClosing the School Year WizardDAT Fields - Step 2 - Adding Calculated FieldDAT Webinar - SchedulingGoogle Classroom Integration AnnouncementHousehold Include All (Admissions)Households by DivisionImporting DataImporting Data for Existing RecordsImporting Data for Existing Records - HouseholdsImporting Data for Existing Records - StudentsImporting Data for Existing Records - UsersImporting New RecordsImporting New Records - BlocksImporting New Records - Calendar EventImporting New Records - Chart LayoutsImporting New Records - Chart of AccountsImporting New Records - Course SectionsImporting New Records - Customer Invoice ItemsImporting New Records - DepartmentsImporting New Records - HouseholdsImporting New Records - Official ReportsImporting New Records - RoomsImporting New Records - Score TypesImporting New Records - Scoring CategoriesImporting New Records - Student AttributesImporting New Records - Student SelectionsImporting New Records - StudentsImporting New Records - UsersIntroducing the LiveWrite API: Automating Data Imports in PCR EducatorMerge Household Multi-actionPCR Educator to Offer Free Access to Student Information System and Communication Platform For 90 Days For New K-12 SchoolsSplit ParentsStaff / Teacher by DivisionStudent by DivisionSwitch ParentsSwitch Parents Multi-actionUpdate: Importing New Records - Student Selections
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FAQ

58 articles

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A parent accidentally submitted the wrong (Re) Enrollment Contract. How can I have them complete the correct one?Can wildcards be used when searching?CMS Sitemap Page VisibilityEmail Issue with Chrome Extension GrammarlyFAQ: How to Graduate StudentsFAQ: How to suppress blank merge fieldsFAQ: How to Withdraw a Student?FAQ: Students are not able to make Course Selections on CMSFAQ: What information does the Permanent Student Record’s ‘Student Record Inclusions’ section include?FAQ: Why are Assessments still editable for some teachers and not others?FAQ: Why is there a red asterisk next to the student’s name in the CMS Portal?GPA CalculationHousehold Include All (Admissions)Households by DivisionHow can I change the line items on the Summary Page in the (Re) Enrollment Contract?How can I get rid of the duplicate teachers? It doesn’t look like they are separate records as the same id number is attached to each duplicate record.How can I help a parent who receives an error message when filling out our Inquiry Form?How can I manually apply Financial Aid Awards to Customer Invoices?How do I add new grades for summer courses or historical courses to transcripts?How to mark deceased date?How to remove Form submitted status?IB (International Baccalaureate) MYP Gradebook SetupIs there a way to check the number of free students in a particular block?Is there a way to remove all assessments from last year which automatically moved to current year?Our Parent Teacher Conferences are based on Term 1 classes, but the actual conferences will be spanning over Terms 1 and 2. When we create such conferences, what should we specify as the “Term”?Our school has just started. Parents and students cannot see their class schedule even though the control is visible. Why?PCR Educator Transforms School Life for Families, Teachers, and AdministratorsQ & A: Can we create custom fields in PCR Educator?Q & A: Collecting COPPA FormsQ & A: Preparing for School Shut Down and Remote InstructionQ & A: Surveying ParentsQ & A: Using DAT Query as a multi-actionReviewing Inquiry Actions From Admin PortalStaff / Teacher by DivisionStudent by DivisionTeachers Not Able to Take AttendanceTroubleshooting Parent Teacher ConferencesUnable to LoginUnable to Login - Administrative PortalsUnable to Login - CMS WebsiteWhat does a notification “read date” indicate?What does it mean when I receive an error in my email for the (Re) Enrollment Contract?What information does a “What If” Scenario save?Why am I not taken to the payment screen before the (Re) Enrollment Contract is submitted?Why am I receiving an error when trying to submit the (Re) Enrollment Contract from the payment page?Why are the drop downs in Finance > Contracts > Student Contracts - Options Selected showing the same option multiple times for (Re) Enrollment Contracts?Why can’t I change the Weight for my Gradebook Category?Why cannot a user access the Finance portal?Why can't I change the Category or Assessment Weight preferences for my gradebook?Why do I not see the new action types I created in (Re) Enrollment Contract > Settings?Why does my notification job have no recipients?Why does the number of archived reports exceed the number of students selected?Why is a graduated or withdrawn student is showing when a parent logs into the (Re) Enrollment Contract application?Why is a student not showing when a parent logs in to the (Re) Enrollment Contract application?Why is my (Re) Enrollment Contract header banner running off the side of the page?Why is my report card blank when I run a report card pdf?Why is the student's financial aid not showing in the (Re) Enrollment Contract?Why is there is extra space between paragraphs on the PDF version of my (Re) Enrollment Contract?
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Interface

364 articles

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🚀 Introducing PCR Educator's Newest Game-Changing Feature: AI-Powered Report Card Comments! 🚀(Re) Enrollment Contract(Re) Enrollment Contract - Videos(Re) Enrollment Contract Admissions Enrolling for Contract Setup(Re) Enrollment Contract Application Setup(Re) Enrollment Contract Check Box Control(Re) Enrollment Contract Checklist(Re) Enrollment Contract Cleaning Control Options for Students(Re) Enrollment Contract Confirmation Email Setup(Re) Enrollment Contract Control(Re) Enrollment Contract Control Option(Re) Enrollment Contract Date Stamp Control(Re) Enrollment Contract Enrollment Options Setup(Re) Enrollment Contract Financial Aid Control(Re) Enrollment Contract Holds(Re) Enrollment Contract Impersonate(Re) Enrollment Contract Instructions(Re) Enrollment Contract Integrity(Re) Enrollment Contract Invoice / Payment Setup(Re) Enrollment Contract Overrides(Re) Enrollment Contract Payment Options Control(Re) Enrollment Contract Pre-Setup(Re) Enrollment Contract Profile(Re) Enrollment Contract Profile Alternatives(Re) Enrollment Contract Profile Configuration(Re) Enrollment Contract Radio Button Control(Re) Enrollment Contract Section(Re) Enrollment Contract Settings(Re) Enrollment Contract Signature(Re) Enrollment Contract Signature Control(Re) Enrollment Contract Signature Setup(Re) Enrollment Contract Signing(Re) Enrollment Contract Statistics(Re) Enrollment Contract Text Control(Re) Enrollment Contract Transportation Control(Re) Enrollment Contract Transportation Multi Control(Re) Enrollment Contract Tuition, Fees, and Deposits(Re) Enrollment Contract Year to Year4 seconds for Daily Health Check-inA parent accidentally submitted the wrong (Re) Enrollment Contract. How can I have them complete the correct one?ActionAction CategoryAdding / Dropping Course Student BillingAdding CMS WidgetAdding Course - InvoiceAdding/Removing Page to Site MapAdding/Removing Page to Site Map ManuallyAdding/Removing Page to Site Map through CMS PageAdding/Removing Page to Site Map through CMS WidgetAdmissions - VideosAdmissions ChecklistAdmissions Checklist ActionAdmissions EventAdmissions Event CategoryAdmissions Records: Inquiry vs ApplicantAdmissions Status by Division AnnouncementAdvancing Student GradeAI PrerequisitesAI PromptAI Prompt QueryAI Prompt Query: ExampleAI Prompt: ExampleAI Report Card CommentsAnnouncing Support for PronounsAnnual FormsApplication SetupApplication Setup (CMS/Website)Apply Online Webinar Part 1Apply Online Webinar Part 2Applying Discount to Student AttributeApplying Enrollment ProfileApplying Enrollment Profile to Inquiries in BulkApplying Enrollment Profile to InquiryApplying Enrollment Profile to Inquiry Through (Re) Enrollment ContractApplying Enrollment Profile to Inquiry Through Summer CampApplying Enrollment Profile to Student Through (Re) Enrollment ContractApplying Enrollment Profile to Students in BulkApplying Product to DiscountArchiving Official ReportAre You Ready to Outsource These Tasks to Machine Learning?Assign Course Requirement to Course - BulkAssign Course Requirement to Course - IndividualAssigning EvaluatorAssigning Evaluator - BulkAttributeAttribute CategoryAutomated Payment Processing (Development)Automated Payment Processing (Finance)Auto-Pay Configuration (Finance)Auto-Pay Results (Finance)BlockBoost Your Growth Potential with Google Tag ManagerBuilding Master ScheduleCalculated AttributeCampus Basic WebinarCampus Basic Webinar 2Campus Basic Webinar 2022 - Part 1Can wildcards be used when searching?Checking SPF RecordClass RankClass Rank DetailClose of the School Year 2021 AnnouncementClose of the School Year 2021 AnnouncementClose of the School Year 2023 AnnouncementClose Of The School Year 2025 AnnouncementClosing the School Year Exporting DataCMS - Conditional LogicCMS - Site MapCMS - Skipping Pages with Conditional LogicCMS - Skipping Widgets with Conditional LogicCMS - VideosCMS ContainerCMS DAT Filter ApplicationCMS Page DataCMS Page DetailsCMS Page FilterCMS Page RolesCMS Sitemap Page VisibilityCMS TemplateCMS WidgetCMS Widget - AlertCMS Widget - CalendarCMS Widget - Class Minisite WizardCMS Widget - Condition DependentCMS Widget - Condition SourceCMS Widget - Content RosterCMS Widget - Content Type TextCMS Widget - Course Selection (Grid)CMS Widget - Forum Profile StatisticCMS Widget - Image GalleryCMS Widget - Inquiry/Student ActionCMS Widget - MenuCMS Widget - NewsCMS Widget - Parent/Student Attendance EntryCMS Widget - Sign up SummaryCMS Widget - Standard PropertiesCMS Widget - TextCommunicating User Login and Known PasswordConfiguring ActionConfiguring Action (Evaluation Sections)Configuring Admissions EventConfiguring AI PromptConfiguring Course SelectionsConfiguring Enrollment ProfileConfiguring Enrollment Profile (Division-centric)Configuring Enrollment Profile (Hybrid)Configuring Enrollment Profile (School-centric)Configuring EvaluationConfiguring Evaluation DashboardConfiguring Existing User (Security)Configuring FlagsConfiguring New User (Security)Configuring Payment ConfigurationConfiguring SPF Sender AuthenticationConfiguring Stored Payment TypeConfiguring UserConfiguring User (Admin / Admissions)Content TypeContent Type CategoryContent Type: Class MinisiteContent Type: MembershipCopying CMS PageCorrespondence Records Consolidated to ActionsCourseCourse EquivalencyCourse InclusionCourse RequirementCourse SectionCourse SelectionCourse SignupCourse Type LevelCreating AttributeCreating Attribute CategoryCreating BlockCreating CMS - Site MapCreating CMS PageCreating Content TypeCreating Content Type CategoryCreating Content Type: Class Minisite WizardCreating Content Type: CMS PortalCreating CourseCreating Course InclusionCreating Course Period Inclusion - BulkCreating Course Period Inclusion - IndividualCreating Course RequirementCreating Course Room Inclusion - BulkCreating Course Room Inclusion - IndividualCreating Course SectionCreating Course Type LevelCreating Graduation RequirementCreating New CMS PageCreating Period CodeCreating StaffCreating Staff - BulkCreating Staff - IndividualCreating Staff InclusionCreating Staff Period Inclusion - BulkCreating Staff Period Inclusion - IndividualCreating Staff Room Inclusion - BulkCreating Staff Room Inclusion - IndividualCustom Flagging for Improved Student and Household TrackingDaily RotationDAT Regenerative TableDeactivating StaffDeceased Date UpdateDefault PasswordDefault UsernameDeleting CMS - Site MapDeleting StaffDeleting/Deactivating StaffDevelopment - VideosDid you know it's never been easier for families to pay — for everything?Display Number of Rows on Students ListDropping Course - RefundEdit Filter AnnouncementEnable Convenience Fees for eCheck Enrollment Payments TodayEnrolling InquiriesEnrollment ProfileEnrollment Profile ScenariosEvaluationExciting New Feature Launch: Enhanced Student Name Tracking for a More Inclusive School EnvironmentFAQ: Uploading Documentation to Discipline RecordsFeature Highlight: Graduation RequirementsFinance/Student Billing - VideosFlagGenderGoogle Classroom Integration AnnouncementGrade LevelGraduation RequirementGraduation Requirements WebinarGraduation Requirements Webinar LinkHow to enroll a new student without having the parent submit an Enrollment Contract?Import Menu Location ChangeImportant Update: CMS - Staff Tiles DirectoryImporting New Records - Calendar EventInfrastructure UpdatesInfrastructure Upgrade Brings Host of New FeaturesInquiry Action Delete Multi-actionInquiry Action ListInquiry Action Mark Completed Multi-actionLoading Students into CoursesLooking for Google Classroom UsersManaging EvaluatorManaging Substitute Staff - Long TermManaging Substitute Staff - ReplacementManaging Substitute Staff - Short TermMeet PCR Educator’s New AI Email Generator!Meet PCR Educator’s New Filter Groups & Enhanced Filter Management!Never Miss an Update With PCR Educator’s Email Notification SystemNew Feature Launch: Smarter, Personalized Email Outreach with AINew Feature: Saving Time with Grade Book TemplatesNew Field Available: Permanent Resident TrackingNew Update Brings a Simple Solution For Parents to Change Payment PlansNotification TemplateNotification Template GroupOfficial ReportOptimize Your Academic Planning with PCR Educator’s Course Requisite SystemPayment ProcessorPCR Educator to Offer Free Access to Student Information System and Communication Platform For 90 Days For New K-12 SchoolsPCR Educator Transforms School Life for Families, Teachers, and AdministratorsPCR Educator’s New Update Makes Data Entry More EfficientPeriod CodePrinting Tax Receipt (Development)Projected MarkPurchase OptionQ & A: Can we create custom fields in PCR Educator?Q & A: Collecting COPPA FormsQ & A: Preparing for School Shut Down and Remote InstructionQ & A: Surveying ParentsRecording AttributeRecording Attribute - BulkRecording Attribute - IndividualRecording Inquiry ActionRecording Inquiry Action - BulkRecording Inquiry Action - by EvaluatorRecording Inquiry Action - IndividualRecording Student ActionRecording Student Action - BulkRecording Student Action - IndividualRecording Student EvaluationRegistrar - VideosRegistration OverrideRemoving EvaluatorRemoving Evaluator - BulkReport ExclusionReport InclusionRestricting Access to CMS Pages, CMS Widgets and FeaturesRestricting CMS Page by DAT FilterRestricting CMS Page by RoleRestricting CMS Page by Role - in BulkRestricting CMS Page by Role - IndividuallyRestricting CMS Page by UnpublishingRestricting CMS Page by Unpublishing - in BulkRestricting CMS Page by Unpublishing - IndividuallyRestricting CMS Page through CMS SitemapRestricting CMS Widget by DAT FilterRestricting CMS Widget by Navigation PropertyRestricting Content by Content TypeReviewing Inquiry Actions From Admin PortalRoles DictionaryScheduling - VideosSchool DivisionSchool InfoSchool Info (Finance)School POS Now Supports Touchless TransactionsScore TypeScoring CategorySending Notification - CombinedSending Notification to StaffSPF RecordStaffStaff HouseholdStaff InclusionStaff UserStandard Query: Admin - Graduation Requirements DetailsStandard Query: Admin - Graduation Requirements SummaryStart Harnessing the Power of PCR Educator’s Peer-to-Peer Fundraising Platform TodayStart Uploading Files to New Application EvaluationsStreamline Your School Scheduling with Expert GuidanceStudent ActionStudent Purchase OptionSubstitute StaffTeacher Portal Training VideoTeacher Portal WebinarTeacher Purchase OptionThese New Security Features are Working Hard to Keep Your Data SafeTranscript Course NameTranslate your CRM PortalsTwo-Factor Authentication (2FA)Unable to LoginUnable to Login - Administrative PortalsUnable to Login - CMS WebsiteUnlock Smarter Communication with Notification Template GroupsUpdate: Action Configuration Has MovedUpdate: Add Students to Homeroom/Advisor ClassUpdate: AttendanceUpdate: Changing Gradebook Settings at any TimeUpdate: CMS Password ResetUpdate: Contextual HelpUpdate: Email Screen InterfaceUpdate: Finance Student ContractsUpdate: Grade Level Fields in DAT FilterUpdate: Household/Contact Duplicates and Unreviewed ChangesUpdate: Inactive ActionsUpdate: Inquiry/Student Actions File Upload ControlUpdate: Notifications Moved to Home PageUpdate: Number Of RecordsUpdate: Streamlined Selector and Widget ConfigurationUpdating (Re) Enrollment Contract Year to YearUpdating Existing SPF RecordUse This New Student Indicator to Track Attendance TypeUserUser ProfileUsing AI PromptVerifying (Re) Enrollment Contract ProfileVideo: Creating Assignments for Online SubmissionVideo: Grading Assignments Submitted OnlineVideo: Submitting Assignments ElectronicallyVideosVoiding Tax Receipts (Development)Webinar: Graduation Requirements in PCR Educator – Oct 1stWhy cannot a user access the Finance portal?Why can't I change the Category or Assessment Weight preferences for my gradebook?Why does my notification job have no recipients?
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Records and Data Entry

315 articles

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🚀 Introducing PCR Educator's Newest Game-Changing Feature: AI-Powered Report Card Comments! 🚀(Re) Enrollment Contract - Videos1701 Specification1701 Student Fields4 seconds for Daily Health Check-inA parent accidentally submitted the wrong (Re) Enrollment Contract. How can I have them complete the correct one?Accounts Receivable ReconciliationActionAction CategoryAdding / Dropping Course Student BillingAdding Course - InvoiceAdmissions - VideosAdmissions ChecklistAdmissions Checklist ActionAdmissions EventAdmissions Event CategoryAdvancing Admissions RecordsAdvancing Admissions Records - Current Academic YearAdvancing Admissions Records - Next Academic YearAdvancing Student GradeAlumni WizardAlumni Wizard - Assigning Parent Household AttributesAlumni Wizard - Assigning Student Household AttributesAlumni Wizard - Creating Student HouseholdAnnual FormsApplication SetupApplication Setup (CMS/Website)Apply Online Webinar Part 1Apply Online Webinar Part 2Applying Enrollment ProfileApplying Enrollment Profile to Inquiries in BulkApplying Enrollment Profile to InquiryApplying Enrollment Profile to Inquiry Through (Re) Enrollment ContractApplying Enrollment Profile to Inquiry Through Summer CampApplying Enrollment Profile to Student Through (Re) Enrollment ContractApplying Enrollment Profile to Students in BulkApplying Financial Aid Awards as Customer CreditsApplying Financial Aid Awards to Customer Invoices as Line ItemsArchiving Official ReportAssigning EvaluatorAssigning Evaluator - BulkAssociating Mark Type Headings to CoursesAssociating Mark Type Headings to Courses in BulkAssociating Mark Type Headings to Courses IndividuallyAttendance Points and Discipline PointsAttendance TypeAttributeAttribute CategoryAutomated Payment ProcessingAutomated Payment Processing (Development)Automated Payment Processing (Finance)Auto-Pay Configuration (Finance)Auto-Pay Results (Finance)Balance CalculationBalance Calculation - By CustomerBalance Calculation - By StudentBalance Calculation ScenariosBC Ministry ReportingCalculated AttributeCampus Basic Webinar 2Cash Register (POS)Check-In / Check-Out, Now Connected to Period AttendanceCMS - VideosCommunicating User Login - No PasswordCommunicating User Login / PasswordComplimentary School Scheduling ConsultationConfiguring ActionConfiguring Action (Evaluation Sections)Configuring Admissions EventConfiguring Admissions Event Sign-up ProcessConfiguring Admissions Recommendations ProcessConfiguring Cash Register (POS)Configuring Enrollment ProfileConfiguring Enrollment Profile (Division-centric)Configuring Enrollment Profile (Hybrid)Configuring Enrollment Profile (School-centric)Configuring EvaluationConfiguring Existing User (Security)Configuring FlagsConfiguring Grade Book TemplatesConfiguring GradebookConfiguring Gradebook SettingsConfiguring Historical MarkConfiguring Lunch ChoiceConfiguring Mark TypeConfiguring Mark Type HeadingConfiguring New User (Security)Configuring Parent Portal for Parent Teacher ConferencesConfiguring Parent Teacher ConferenceConfiguring Payment ConfigurationConfiguring Point of Sale (POS)Configuring Score Entry TypeConfiguring Stored Payment TypeConfiguring UserConfiguring User (Admin / Admissions)ContactContact AddressContact AwardContact Financial InformationContact RelationshipCreating AttributeCreating Attribute CategoryCreating StaffCreating Staff - BulkCreating Staff - IndividualCredit Balances Available Online for ParentsCurious about Contactless Attendance for your school? See it in action here!Custom Flagging for Improved Student and Household TrackingCustomer Balance ConfigurationDaily RotationDAT Search Feature DemonstrationDeactivating StaffDefault PasswordDefault UsernameDelete StudentDeleting Google Classroom CourseDeleting StaffDeleting/Deactivating StaffDemographic Query UpdateDevelopment - VideosDevelopment DAT WebinarDid you know it's never been easier for families to pay — for everything?Dropping Course - RefundEnrolling InquiriesEnrollment ProfileEnrollment Profile ScenariosEvaluationExciting New Feature Launch: Enhanced Student Name Tracking for a More Inclusive School EnvironmentExport 1701Export/Import PENExport/Import TraxFAQ: How to Withdraw a Student?FAQ: Students are not able to make Course Selections on CMSFAQ: Uploading Documentation to Discipline RecordsFAQ: What information does the Permanent Student Record’s ‘Student Record Inclusions’ section include?Finance/Student Billing - VideosFinancial Aid CategoriesFlagForms for Staff, Households, Customers, Vendors, and Donors!GenderGender Inclusive PronounsGenerating Tax Receipt Record (Development)Google Classroom Integration AnnouncementGPA SettingsGrade Conversion ChartGrade LevelGrade Type - InterimGrade Type - Progress ReportGrade Type - Report CardGradebookGradebook AssessmentGradebook Assessment TypeGradebook CategoryGraduation Requirements WebinarGraduation Requirements Webinar LinkHistorical MarkHousehold Include All (Admissions)Households by DivisionHow can I manually apply Financial Aid Awards to Customer Invoices?How do I add new grades for summer courses or historical courses to transcripts?How to enroll a new student without having the parent submit an Enrollment Contract?How to remove Form submitted status?HTML/RTF - Report Card Comments, Emails, and Website ContentIB (International Baccalaureate) MYP Gradebook SetupImporting Data for Existing Records - HouseholdsImporting Data for Existing Records - StudentsImporting New Records - AddressesImporting New Records - BlocksImporting New Records - Calendar EventImporting New Records - Chart LayoutsImporting New Records - Course SectionsImporting New Records - Customer Invoice ItemsImporting New Records - DepartmentsImporting New Records - EvaluationsImporting New Records - Historical MarksImporting New Records - HouseholdsImporting New Records - Inquiry AttributesImporting New Records - RoomsImporting New Records - Student ActionsImporting New Records - Student AwardsImporting New Records - Student CoursesImporting New Records - StudentsImporting New Records - UsersInquiry Action Delete Multi-actionInquiry Action ListInquiry Action Mark Completed Multi-actionIntroducing the LiveWrite API: Automating Data Imports in PCR EducatorLooking for Google Classroom UsersLunch ChoiceManaging EvaluatorManaging Middle and High School Attendance - VideoManaging Substitute Staff - Long TermManaging Substitute Staff - ReplacementManaging Substitute Staff - Short TermMark TypeMark Type HeadingMark Type Marking PeriodMarking Period InfoMerge Household Multi-actionMerging Duplicate InquiriesMerging Gradebook CategoryMigrating Single Student Current Year Marks to HistoryNew Feature: Allocating Credit to Invoices when Adding/Dropping CourseNew Field Available: Permanent Resident TrackingNew Update Brings a Simple Solution For Parents to Change Payment PlansNotification Triggers, Now on Your School's CalendarOfficial ReportOnline Directory UpdateOur Parent Teacher Conferences are based on Term 1 classes, but the actual conferences will be spanning over Terms 1 and 2. When we create such conferences, what should we specify as the “Term”?Parent Teacher ConferencePayment ConfigurationPCR Educator to Offer Free Access to Student Information System and Communication Platform For 90 Days For New K-12 SchoolsPoint of Sale (POS)Printing Tax Receipt (Development)ProductProduct CategoryPurchase OptionQ & A: Can we create custom fields in PCR Educator?Q & A: Collecting COPPA FormsQ & A: Preparing for School Shut Down and Remote InstructionQ & A: Surveying ParentsReconciling Customer Balance to A/R Aging ReportReconciling Customer Balance to General LedgerReconciling Deposits with Payment GatewayRecording AttributeRecording Attribute - BulkRecording Attribute - IndividualRecording Extra CreditRecording Gradebook Assessment TypeRecording Gradebook GradesRecording Inquiry ActionRecording Inquiry Action - BulkRecording Inquiry Action - by EvaluatorRecording Inquiry Action - IndividualRecording Student ActionRecording Student Action - BulkRecording Student Action - IndividualRecording Student EvaluationRefunding CustomerRefunding Customer Payment ShortcutRefunding Customer ReceiptRegistrar - VideosRemoving EvaluatorRemoving Evaluator - BulkReviewing Inquiry Actions From Admin PortalRoles DictionarySample TemplatesSaved Filters, Now Counting, Summing, and AveragingScheduling - VideosSchool DivisionSchool InfoSchool Info (Finance)School POS Now Supports Touchless TransactionsScore Entry TypeScore Entry Type ValueScore TypeScoring CategorySpecial GPA MarksSpecifying Lunch Choice (CMS)Split ParentsStaffStaff / Teacher by DivisionStaff HouseholdStaff UserStandard Query: Admin - Graduation Requirements DetailsStandard Query: Admin - Graduation Requirements SummaryStart Uploading Files to New Application EvaluationsStatus/Substatus CalculationStatus/Substatus Calculation - Financial AidStatus/Substatus Calculation - InquiryStatus/Substatus Calculation - StudentStored Payment InfoStored Payment TypeStudent ActionStudent by DivisionStudent Purchase OptionSubstitute StaffSummer School/Summer Camp - VideosSwitch ParentsSwitch Parents Multi-actionSyncing Assessments with Google ClassroomSyncing Categories with Google ClassroomSyncing Grades with Google ClassroomSyncing Students with Google ClassroomTax Receipt Record (Development)Teacher Purchase OptionText and Voice CommunicationTrax Course FieldsTRAX SpecificationTroubleshooting Parent Teacher ConferencesUpdate: Add Students to Homeroom/Advisor ClassUpdate: Changing Gradebook Settings at any TimeUpdate: Importing New Records - Student SelectionsUpdate: Number Of RecordsUpdating Historical MarkUpdating Historical Mark for a Single StudentUpdating Parent Teacher ConferenceUpdating Student Historical Mark in BulkUploading Applicant PictureUploading Parent PictureUploading Parent Picture in BulkUploading Parent Picture IndividuallyUploading PictureUploading Picture RequirementsUploading Staff PictureUploading Staff Picture in BulkUploading Staff Picture IndividuallyUploading Student PictureUploading Student Picture in BulkUploading Student Picture IndividuallyUserUser ProfileVideosVoiding Tax Receipts (Development)What information does a “What If” Scenario save?
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Reporting and Data Analytics

103 articles

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AI PromptAI Prompt QueryAI Prompt Query: ExampleAI Prompt: ExampleAnnual FormsAttendance Roster PDF DiscontinuedCan wildcards be used when searching?Closing the School Year Exporting DataCMS Widget - Report RunnerCommunicating User Login - No PasswordCommunicating User Login / PasswordCommunicating User Login and Known PasswordConfiguring AI PromptDAT - (Re) Enrollment Data StructureDAT - Admissions Evaluations Data StructureDAT - Admissions Inquiries Data StructureDAT - Admissions Inquiry Action Types Data StructureDAT - Admissions Inquiry Actions Data StructureDAT - Attendance Data StructureDAT - Basic Student Data StructureDAT - Check In / Check Out Data StructureDAT - Common Student Tables: ActionsDAT - Common Student Tables: HouseholdsDAT - Common Student Tables: StatusesDAT - Development Data StructureDAT - Finance AP Data StructureDAT - Finance AR Customer Statement Data StructureDAT - Finance AR Data StructureDAT - Financial Aid Data StructureDAT - Lunch Choices Data StructureDAT - Scheduling Data StructureDAT - WebinarDAT Calculated/Aggregate Field ConditionDAT Development Webinar Meeting LinkDAT DiagramsDAT Fields - Step 2 - Adding Calculated FieldDAT Webinar - (Re) EnrollmentDAT Webinar - Admin/AdmissionsDAT Webinar - AttendanceDAT Webinar - DevelopmentDAT Webinar - Development Level IDAT Webinar - FinanceDAT Webinar - SchedulingDevelopment DAT WebinarFAQ: What information does the Permanent Student Record’s ‘Student Record Inclusions’ section include?Feature Highlight: Graduation RequirementsForms for Staff, Households, Customers, Vendors, and Donors!Graduation Requirements WebinarGraduation Requirements Webinar LinkImporting New Records - Chart LayoutsImporting New Records - EvaluationsIntroducing the LiveWrite API: Automating Data Imports in PCR EducatorManaging Middle and High School Attendance - VideoMeet PCR Educator’s New Filter Groups & Enhanced Filter Management!PCR Educator Report SamplesPCR Educator Transforms School Life for Families, Teachers, and AdministratorsPCR Educator: Launching SOAP APIPeriod Attendance Not Taken PDF ReportPeriod Attendance Not Taken PDF ReportPeriod Attendance Not Taken PDF ReportRoles DictionarySaved Filters, Now Counting, Summing, and AveragingStandard Filter: [PCR Educator Imported] - Development Mail RecipientsStandard Query: [Admin] Add/DropsStandard Query: [Admin] Attendance by DayStandard Query: [Admin] Courses Without Report Card Mark TypesStandard Query: [Admin] Daily AttendanceStandard Query: [Admin] Dropped ClassesStandard Query: [Admin] Enrolled Students with Grandparent HouseholdsStandard Query: [Admin] Enrolled Students with Parent HouseholdsStandard Query: [Admin] Historical AttendanceStandard Query: [Admin] Interim CommentsStandard Query: [Admin] Interim MarksStandard Query: [Admin] Notification RecipientsStandard Query: [Admin] Orphaned Period AttendanceStandard Query: [Admin] Parent Teacher Conferences by HouseholdStandard Query: [Admin] Parent Teacher Conferences by StudentStandard Query: [Admin] Parents of AlumniStandard Query: [Admin] Period Attendance Not TakenStandard Query: [Admin] Period Attendance TakenStandard Query: [Admin] Present and Absent for a DayStandard Query: [Admin] Report Card StatusesStandard Query: [Admin] Report Card Statuses by DepartmentStandard Query: [Admin] Staff who are Current ParentsStandard Query: [Admin] Student BarcodesStandard Query: [Admin] Student Evaluation ResultsStandard Query: [Admin] Student Historical MarksStandard Query: [Admin] Students Per Grade LevelStandard Query: [Admin] Students Per SchoolStandard Query: [Admin] Students Per School DivisionStandard Query: [Comments] Staff CommentsStandard Query: [Development] Donation Payment ErrorsStandard Query: [Scheduling] Block List - TodayStandard Query: [Scheduling] Next Year Section Enrolled Totals by Next Grade LevelStandard Query: Admin - Enrolled Student Counts by YearStandard Query: Admin - Graduation Requirements DetailsStandard Query: Admin - Graduation Requirements SummaryStandard Query: Scheduling - Prerequisites: Prerequisite CriteriaStandard Query: Scheduling - RoomsStandard Query: Scheduling - Student CoursesUpdate DATUpdate: Grade Level Fields in DAT FilterUsing AI Prompt

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