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Reports & Dashboards

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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 about 2 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 4 months ago in Case Management / Reports & Dashboards 0 Future consideration

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 about 1 year 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 1 year ago in Case Management / Reports & Dashboards 0 Future consideration

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 over 1 year 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 about 2 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 2 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 over 3 years ago in Case Management / User Report 0 Future consideration