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Reports & Dashboards

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Veteran Rank as item to pull on user reports

It would be helpful to be able to pull the field on the veteran information page called "current or most recent ranking" onto a user report.
Anna Andrews over 1 year ago in Case Management / User Report 0 Planned

Add Case Identifier as as filter criteria on the Dashboard

Please consider adding Case Identifier to the filter criteria for the Dashboard. Maybe with a start and an end option.
Guest almost 2 years ago in Case Management / Reports & Dashboards 0 Planned

Merchandise reports

There are some reports that I would find really useful that don't exist--or at least I don't think they exist. Basically, I want to know what our most popular caskets have been over the last 2 years. But all I can get is a list of ALL of the merch...
Holly Stammis almost 2 years ago in Case Management / User Report 0 Planned

Additional Columns Needed in User Reports - Contract Items

We need the ability to pull more columns of information in the Contract Items (and probably Contract) user reports for all case types. Trade Business Info Pet Business Info Decedent Full Name Location of Death Contract Totals (customer wants line ...
Erin Merriott about 2 years ago in Case Management / User Report 0 Planned

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 about 2 years ago in Case Management / System Report 0 Already exists

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 over 2 years 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 over 2 years ago in Case Management / User Report 0 Planned

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 2 years ago in Case Management / System Report 0 Planned

Include Value in Survey Report Configuration for Contract Total Less Tax and Cash Advance Items

Users who use the Survey Report Configuration are requesting a way to have the Total Contract column exclude both Cash Advances and Sales Tax. Currently, under the Value drop-down, you can select Total Sales Price to exclude Tax, but there is no w...
Kaylan Johnson over 2 years ago in Case Management / System Report 0 Planned

Trade QB Export

Users utilizing both Trade cases and QB exports need to be able to see invoices grouped by Trade Business as the QB Customer. It currently groups by Deceased Name, even though the trade business is truly the customer being billed. Spoke with Danie...
Jessie Goggans almost 3 years ago in Case Management / Export/Import 0 Future consideration