Skip to Main Content
đź’ˇ Share your Ideas!
ADD A NEW IDEA

FILTER BY CATEGORY

Reports & Dashboards

Showing 13

Dashboard Filters - Sign Dates

Needing the ability to filter dashboards off of Invoice Signing - First, Invoice Signing - Last, and Invoice Signing - Any like we can in user reports.
Jessie Goggans over 2 years ago in Case Management / Reports & Dashboards 0 Shipped

Add Variations of 'Case Assigned To' Fields in User Reports and Case Listing Widget

User Story We are using Passare to track our Pre-Need contracts. We wanted to create an Aftercare report that showed both the Funeral Director who served the family At-Need and the AP Counselor. I was told that these are currently the same field a...
Alice Brousseau almost 3 years ago in Case Management / Reports & Dashboards / User Report 0 Shipped

Add 'Contract Date' Column in Case Listing Widget

USER STORY From the Dashboard's Case Listing widget, I'd like to be able to see what the case's contract date is, without going into the case. FUNCTIONAL SPECIFICATIONS On the On the Case Listing Widget Settings, add a new column titled 'Contract ...
Daniell Jara almost 3 years ago in Case Management / Reports & Dashboards 0 Shipped