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1 Vote

Schedule & Run Reports Pulling Data From 2 Weeks Prior

Users would like the ability to schedule User and System Reports to automatically pull data from 2 weeks prior. Need the following added under Date Range options:Past 2 WeeksLast 2 Weeks

Created 6 Jan 04:20pm by Kaylan Johnson

Case Management / Reports & Dashboards

0 Gathering interest
1 Vote

Additional User Report Fields - Disposition

Customer requested user report fields to pull disposition related information such as cemetery and crematory name, addresses, and state information.

Created 5 Jan 05:18pm by Erin Merriott

Case Management / User Report

0 Planned
1 Vote

Ability to add Profile ID to the Survey Report Column Option

The ability to add the Profile ID as an option in the survey report feature.

Created 5 Jan 01:54pm by Chloe Jonas

Case Management / Reports & Dashboards

0 Gathering interest
7 Vote

User Report Container Tags

Steve Jenkins sent a report over to us on July 22, asking for all Foresight funeral homes to be added to it. The issue is that several columns are blank because the report tags are pulling from the incorrect area in Passare. The "Container Type" t...

Created 2 Aug 05:12pm by Tarrence Price

Case Management / User Report

1 Planned
6 Vote

Adding an Attachment Column to the Dashboard

When Funeral Homes enter Pre Needs they typically scan the Pre Need contract and attach it to the Case Files. Right now if they are wanting to make sure the Pre Need contract is attached to the Case, they have to click into each Case. It would sa...

Created 8 Jul 01:53pm by Guest

Case Management / Reports & Dashboards

1 Future consideration
6 Vote

Price List Categories in User Reports

Users would like the ability to create a User Report with a column(s) that include categories and respective sales data.Much like the Survey Report or General Sales columns - we'd like the capability to see sales data per category in User Reports ...

Created 28 Apr 04:59pm by Jessie Goggans

Case Management / User Report

2 Future consideration
13 Vote

Reporting on Checklist Tasks

While working with Client Service's customers on workflows, there currently isn't a way to report on checklist items that are not complete. The only output via User Reports is a list of all checklist items. Attached is a User Report showing row ...

Created 14 Apr 04:05pm by Nick Tunheim

Case Management / User Report

1 Future consideration
4 Vote

Add Cash Sale Case Type to System Reports

Users need to be able to pull the following System Reports and specify only Cash Sale Cases, just like they can all the other case types. Detailed Items SoldDetailed SalesItems Sold

Created 23 Jun 02:32pm by Kaylan Johnson

Case Management / System Report

2 Planned
8 Vote

Mass Sign Cases

Funeral homes would like the capability to sign multiple cases at once in the instance they fall behind on signing. Signing is directly related to financial reports & tax schedules, and having this functionality would be a huge benefit to clos...

Created 13 Oct 08:02pm by Jessie Goggans

Case Management / Export/Import

0 Planned
3 Vote

Aftercare Report Death Date Anniversary Filter and Date Range

A user would like to add the ability to filter User Reports on the Death Date Anniversary of decedents for User Reports. In addition, a new Date Range needs to be added on the Run Your Report page for the last month of the last year (E.g., 07/01/...

Created 28 Jul 08:14pm by Devin Pauly

Case Management / Reports & Dashboards

1 Planned