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Reports & Dashboards

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Needed "ordered" info as column options in user reports

We are needing the "ordered" fields from the Merchandise page in the Care Center to be column options in User Reports. This would include: Type Name Ordered Date Ordered Time Order Taken by Delivery Location Delivery Date
Erin Merriott 1 day ago in Case Management / User Report 0 New

Custom fields needed in all "Rows show results For" options of user reports

We are needing any custom fields to be available as columns in user reports for all the "Rows show results for" options. As an example, today when building a user report, if you chose Family & Friends in as the option for "Rows show results fo...
Erin Merriott 1 day ago in Case Management / User Report 0 New

Next 7 Days - Daily Schedule of Services

I've been working with a client on their daily schedule of services report. They're needing it to run daily and to show services for the next 7 days. We can do next week, but that's only for the calendar week; it won't update every day. We have th...
Tarrence Price 12 days ago in Case Management / System Report 0 New

Show Balance Due on top toolbar

Mike at Lee Funeral Home would like us to have the Balance Due on the case at the top of the toolbar preferable near the decedents name, DOB, DOD, case number etc. This way they do not always have to navigate to the G&S page or P&A page to...
Julie Hofmann 22 days ago in Case Management / Reports & Dashboards 0 New

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 over 3 years ago in Case Management / Reports & Dashboards 1 New

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 about 4 years ago in Case Management / Accounting / Export/Import / System Report 0 New

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

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 over 4 years ago in Case Management / User Report 2 New