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Reports & Dashboards

Showing 47 of 558

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 almost 4 years ago in Case Management / Reports & Dashboards 1 New

Remove Converted Imminent Needs from the Imminent Need Filter

When converting a case from Imminent to AtNeed the case still remains in a tab with the Filter Imminent Need Cases. It would be helpful for them to not show in that filter once converted so that we can properly track our active imminent need cases...
Guest almost 4 years ago in Case Management / Reports & Dashboards 1 Planned

Designate required fields before allowing contract signing

We use a report to share to a third party consultant. I would like to require the fields in that report to be completed before allowing the case to be signed.
Reuben Feuerborn about 4 years ago in Case Management / User Report 2 New

User Reports fields to indicate where the data is coming from in Passare

As a user, I would like to see where the data is coming from in Passare for the User Reports.
Product Team about 4 years ago in Case Management / User Report 0 Not being considered

Ability to create a report to show amount netted after taking into account the expenses to provide the service

It would be nice to be able to create a report to show amount netted after taking into account the expenses to provide the service.
Product Team about 4 years ago in Case Management / User Report 0 Future consideration

Display notes on AR Report

We want notes that are entered into the case (Payments & Adjustments notes) to show up on the AR report next to each case's balance.
Guest about 4 years ago in Case Management / System Report 0 Not being considered

Add 'Missing Signing' to User Reports Advance Filtering

Users would like to filter User Report on 'Missing Signing' Admin > User Reports > Add New Report > Contract Status (see mockup1)
Josh McQueen over 4 years ago in Case Management / User Report 0 Already exists