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case tag-add spring burial

We have a few options under the case tag section: County Case, Covid Case (suspected), Covid Case (confirmed), Balance Forward, County Case, ND Burial. It would be especially helpful to add a "Spring Burial" or potentially a "Delayed Burial" optio...
Guest 9 months ago in Case Management / System Report 0 Already exists

Owner Info Columns for Pet Case Reporting

Could we have "Owner" info columns available for reporting on Pet Cases? Currently the only options in User Reports are Pet Business and Primary Purchaser.
Erin Merriott over 1 year ago in Case Management / User Report 1 Planned

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 Weeks Last 2 Weeks
Kaylan Johnson 11 months ago in Case Management / Reports & Dashboards 0 Future consideration

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.
Erin Merriott 11 months ago in Case Management / User Report 0 Planned

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.
Chloe Jonas 11 months ago in Case Management / Reports & Dashboards 0 Future consideration

Inventory On-Hand Report Changes

Inventory On Hand Report needs to include the following information to meet Federated inventory report requirements. This is important for all customers using Federated and Passare Inventory feature: Add Manufacturer column (pulling from Price Lis...
Jessie Goggans almost 2 years ago in Case Management / Integrations / System Report 1 Future consideration

Dashboard Downloads to CSV

It would be really nice if when downloading from a dashboard view, Passare would maintain the original sort order of the dashboard view that is being downloaded. Instead you have to remember how you had the dashboard set up and re-sort the CSV file.
Elizabeth Reed about 2 years ago in Case Management / Reports & Dashboards 0 Planned

Further Search Capabilities

Oftentimes, our funeral home needs to be able to quickly reference case(s) that were at a particular church or cemetery for cost reference or perhaps how many times we have been at a particular cemetery in the last year. There is currently no good...
Guest about 1 year ago in Case Management / Reports & Dashboards 0 Future consideration

Create reports based off dashboard tab information

I currently have several dashboard tabs set up for specific information I use for different tasks on a daily basis. I also create additional customized tabs for special projects. It would be extremely helpful to be able to export the information d...
Guest over 2 years ago in Case Management / Reports & Dashboards 1 New

Add a Memo Column to the Payments and Adjustments System Report

It would be incredibly useful to add a memo column to the Payments and Adjustments System Report. Currently, the receipt number field does not populate for Insurance Assignments. Adding the memo field would add this information to the report. I ha...
Devin Pauly over 1 year ago in Case Management / System Report 0 Planned