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Reports & Dashboards

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Location Filter For Reports & Batch Forms

Several firms have asked about being able to generate a report for a specific location or locations. Could location be added as a filter option in reports and batch forms? Perhaps it could pull from the rolodex, and users can choose specific locat...
Tarrence Price 4 months ago in Case Management / User Report 0 Future consideration

Bulk delete reports

How can we delete previously created reports from the lists? i can only imagine keeping them makes rendering the list slower, but i can only delete old reports one at a time?
Kurt Edenbach 5 months ago in Case Management / System Report 0 Future consideration

Dashboard: Perform Mass Actions

It would be very useful to be able to perform mass actions on multiple cases at once from the Dashboard. Some mass action examples might be: Case Status Disposition Type Client Service Type Funeral Director Case Tags ...to name a few. In order to ...
Guest 9 months ago in Case Management / Reports & Dashboards 0 Future consideration

Allow Multiple Case Listing Widgets on One Dashboard

To mimic several funeral homes whiteboards and or Google Sheets, it would be good to have the ability to add multiple case listing widgets to one dashboard. Then we could have different filters for each widget to see multiple facets of what is goi...
Julie Hofmann 11 months ago in Case Management / Reports & Dashboards 0 Future consideration

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

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

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

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