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Reports & Dashboards

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Adding a drag and drop feature to the dashboard

Add drag and drop feature to dashboard to upload case files into multiple cases from one spot. This feature would be beneficial for funeral homes that have multiple files for multiple cases that need to be uploaded.
Guest 6 days ago in Case Management / Reports & Dashboards 0 New

hyperlink family and friends page on dashboard

It would be convenient for the informant and primary purchaser columns on the dashboard were hyperlinked and take you to the family & friends page. similar to how the decedent name and case id take you to the case summary page
Madison Scott 2 months ago in Case Management / Reports & Dashboards 0 Future consideration

Add First, Middle, and Last names as columns in Survey Reports

Funeral Homes would like to pull each part of the name (first name, middle name, and last name) as individual columns on the survey reports
Madison Scott about 1 month ago in Case Management / System Report 0 Gathering interest

Multiple Grouping Options for Survey Report

When running the survey report, the report can only be grouped by one option. Could there be a feature to group by multiple options, such as grouping by both Client Service Type and Branch. A Direct quote from Caldwell Parrish, "Is it possible to ...
Guest 2 months ago in Case Management / System Report 0 Future consideration

Sort the Permit Number Column on the Dashboard

Connelly McKinley needs the ability to sort the permit number column on the dashboard by ascending or descending order. They use this to see what the next cremation number needs to be. This sort would be similar to case id or date of death sorting.
Julie Hofmann 2 months ago in Case Management / Reports & Dashboards 0 Planned

Allow Exports to Include PDF as Report Format Option

Certain contract and financial data is only visible through the use of exports (i.e., check details). When a user needs to view this information and does not plan to import it into a third-party software, displaying the data in PDF format is needed.
Kaylan Johnson 6 months ago in Case Management / System Report 0 Planned

User Reports - Outstanding Balances

On the advanced filtering tab in user reports, when you select outstanding balance, you have the options of yes, no, or all cases. If you click yes, it'll pull cases with both negative and positive balances. However, you are given the option of sp...
Tarrence Price over 1 year ago in Case Management / User Report 0 Planned

Claimcheck Dashboard Configuration

On the ClaimCheck Dashboard, there is currently not a way to configure the columns by adding or taking any away. For example, you can filter for Funeral Director on the case, but you do not have the ability to see a column with the Funeral Directo...
Guest over 1 year ago in Case Management / Reports & Dashboards 0 Future consideration

Add "Case Tags" as a column in ALL User Reports

Currently you cannot get the "Case Tags" column when you filter the report to Payments & Adjustments. Can we please make sure Case Tags are an option in all the User Report configurations?
Julie Hofmann 6 months ago in Case Management / Reports & Dashboards 0 Planned

Adding Case Tag Filter to Survey System Report

When running a Survey System report, for example, the Johnson Consulting Survey Report. The filter options don't include case tags, and I have a funeral home that needs to separate their cases by case tag so it's easier for Johnson to associate th...
Adrain Valerio 6 months ago in Case Management / Reports & Dashboards 0 Future consideration