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Reports & Dashboards

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Sort Custom Fields when they are added as columns on a Case Listings Dashboard

This used to be a feature where we could sort (A-Z or Z-A) Custom Fields Columns in a Case Listing Dashboard. This feature was extremely helpful in organization of our active cases on a more granular level than permitted by the fields available wi...
Cailen Franze about 2 years ago in Case Management / Reports & Dashboards 0 Shipped

Reports- Add a way to run Next of kins email

Add a way to run a report for Next of Kins email
Matt Murphy over 2 years ago in Case Management / Reports & Dashboards 0 Shipped

User Report Container Tags

Steve Jenkins sent a report over to us on July 22, asking for all Foresight funeral homes to be added to it. The issue is that several columns are blank because the report tags are pulling from the incorrect area in Passare. The "Container Type" t...
Tarrence Price over 2 years ago in Case Management / User Report 1 Shipped

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 almost 3 years ago in Case Management / User Report 2 Shipped

Florida State Reporting

Florida requires every firm to submit two reports each month to the State. They are the Monthly Report of Bodies Handled and the Cinerator Report. *Both Attached Currently Passare cannot create these reports due to the date they need to be filtere...
Julie Hofmann over 3 years ago in Case Management / Reports & Dashboards 0 Shipped

Aged Days Column - Count to Start at '0'

Currently, the Aged Days column in User Reports begins counting at '1'. This column is used to see how many days it takes to close out a contract, but skews data by not starting at '0'. For example, if my Aging column has dynamic filtering set to ...
Jessie Goggans over 3 years ago in Case Management / User Report 0 Shipped

Mass Sign Cases

Funeral homes would like the capability to sign multiple cases at once in the instance they fall behind on signing. Signing is directly related to financial reports & tax schedules, and having this functionality would be a huge benefit to clos...
Jessie Goggans over 3 years ago in Case Management / Export/Import 0 Shipped

Lock Headings in dashboard

It would be nice if you have a list of more than one or two cases, if the headings of the dashboard would remain at the top like you can a spreadsheet so you are reminded what the column is named and where you need to look as you scroll down. I of...
Elizabeth Reed over 3 years ago in Case Management / Reports & Dashboards 0 Shipped

Include All Case Types on the Case Count System Report

A customer is needing a report with the number of cases for each case type they had last year/this year. In our system report Case Count it only counts the number of At-Needs and groups it by Case Status & Branch. We need this report to pull t...
Sierra Chaffin over 3 years ago in Case Management / System Report 0 Shipped

Add Columns to Survey Report

Would like to add Contract Current Balance and Case Status as options for columns in the Survey Report.
Guest almost 4 years ago in Case Management / Reports & Dashboards 1 Shipped