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

FILTER BY CATEGORY

Reports & Dashboards

Showing 40 of 412

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 5 months ago in Case Management / Reports & Dashboards 0 Future consideration

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 6 months ago in Case Management / User Report 0 Planned

Search by Case Reference (Cash Sales)

Users would like to see all associated cases (connected by Case Reference) when searching by at-need OR cash sale. Currently, searching by Cash Sale name will pull an associated At-Need, but searching At-Need name will not pull associated Cash Sal...
Jessie Goggans 6 months ago in Case Management / Reports & Dashboards 1 Planned

Decedent Tracking Dashboard Filters

Users would like to filter & view details for any tracking location on the Dashboard. Currently, Passare only shows "last location". For example, users would like to see a snapshot of details around all cases' "Pickup" location, including user...
Jessie Goggans 7 months ago in Case Management / Reports & Dashboards 0 Future consideration

Insurance Tracking

We have a payment form for Insurance and it will show as Pending until payment comes through. However, Passare only allows tracking if we use CLAIMCHECK and we do our own in-house on insurance assignments. The dashboard view created will show noth...
Elizabeth Reed 8 months ago in Case Management / Reports & Dashboards 0 Future consideration

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 9 months 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 9 months 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 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