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Reports & Dashboards

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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

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

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

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

Further Search Capabilities

Oftentimes, our funeral home needs to be able to quickly reference case(s) that were at a particular church or cemetery for cost reference or perhaps how many times we have been at a particular cemetery in the last year. There is currently no good...
Guest about 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 over 1 year ago in Case Management / Export/Import 0 Future consideration

Price List Categories in User Reports

Users would like the ability to create a User Report with a column(s) that include categories and respective sales data. Much like the Survey Report or General Sales columns - we'd like the capability to see sales data per category in User Reports...
Jessie Goggans over 1 year ago in Case Management / User Report 2 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 almost 2 years ago in Case Management / Integrations / System Report 1 Future consideration

Reporting on Checklist Tasks

While working with Client Service's customers on workflows, there currently isn't a way to report on checklist items that are not complete. The only output via User Reports is a list of all checklist items. Attached is a User Report showing row re...
Nick Tunheim over 2 years ago in Case Management / User Report 1 Future consideration