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Reports & Dashboards

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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 about 3 years ago in Case Management / Integrations / System Report 1 Future consideration

Adding NOK emails to be pulled on reports.

I had a customer request the ability to pull the NOK emails from Family & Friends for reporting purposes. She said that the FH uses those emails to do a email blast, and would awesome to get those emails from a report. The only thing I see cur...
Guest about 3 years ago in Case Management / User Report 1 Already exists

Ability to Filter Checks User Report by Account Code

Needing the ability to filter any checks user report by account codes. Also needing column options available in normal user reports for checks user reports.
Erin Merriott about 3 years ago in Case Management / Reports & Dashboards 1 New

Make names Clickable

On the Case Listing you can edit the columns to multiple different options of listing the name but it appears the only one you can click into (for the Decedent) is the Decedent Full Name column. For many they like to list Decedents Last Name, Firs...
Sierra Chaffin over 3 years ago in Case Management / Reports & Dashboards 1 Planned

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 over 3 years ago in Case Management / Reports & Dashboards 0 Planned

Service Details Columns on Case Listing

Would be beneficial to include the location name of the service on the Service Details Columns. Most whiteboards have the date & time along with where it will be held so the funeral directors can see it in passing and not have to click into th...
Guest over 3 years ago in Case Management / Reports & Dashboards 2 Planned

Show Private or Public with Services on the Dashboard

When I create a dashboard for future services, I cannot see whether a service is private or public without going into the case or going to the calendar. Can we add a column for private or public or the icon indicator to the dashboard?
Julie Hofmann over 3 years ago in Case Management / Reports & Dashboards 2 Planned

Being able to create a batch report that filters by certain time periods in specific order ex. Date of Death.

It would be great if we could produce a batch form with the contracts for a specific time frame in the order of date of death. This would be helpful in pulling data from the contracts for a specific time period. Having these in order by date of is...
Guest over 3 years ago in Case Management / System Report 1 Planned

Allow General Reports Category to Pull Only One Case at a Time

Vertin firms use a system report called Cash Advances to Pay - Vertin Co. management has requested that this report be available under the General Reports category so that more of their users can access the report. However, they need to be able to...
Kaylan Johnson over 3 years ago in Case Management / System Report 3 Not being considered

Updates to QuickBooks Export Outputs for 'Refunds' Transactions

User Story As an accountant who imports data to QuickBooks, I'd like some changes to the output of the data in the exports, as it relates to 'Refunds' transactions created from within the Payments & Adjustments page of a case. These changes wi...
Daniell Jara over 3 years ago in Case Management / Accounting / Export/Import / System Report 0 New