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Reports & Dashboards

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Sales By GL Code Report

A funeral home's accountant had asked if we had a report that can show the sales by GL account. Their previous system was able to generate this information, and I think this would be a very useful report to incorporate. I've attached an example. I...
Tarrence Price 18 days ago in Case Management / Reports & Dashboards 0 Gathering interest

Change default sort for eSignatures Complete Dashboard tab

Currently the COMPLETE tab on eSignatures dashboard sorts by Status and if you change to sort by a different column, it reverts back to status. This does not work since the status on all of these documents is "Complete" sorting by date would make ...
Madison Hicks 24 days ago in Case Management / Widget 0 Planned

PreNeed Case Number Needed as a Column In Case User Reports

We currently only have the AtNeed Case ID for User Reports. Spring Grove needs a report that pulls both the AtNeed and PreNeed Case ID numbers. Can we please get PreNeed Case Number as a Column In Case User Reports? We have this column already in ...
Julie Hofmann about 1 month ago in Case Management / Reports & Dashboards 0 Planned

Add Remaining Capacity to Dashboard in Passare Pro

With the new capacity option in the mobile app, we are needing a way to see how much room is left at a certain location, but we would like to see it on our dashboards in Passare. Could you add the capacity or remaining capacity (this is ideal) as ...
Julie Hofmann about 1 month ago in Case Management / Reports & Dashboards 0 Gathering interest

User Reports - Outstanding Balances

On the advanced filtering tab in user reports, when you select outstanding balance, you have the options of yes, no, or all cases. If you click yes, it'll pull cases with both negative and positive balances. However, you are given the option of sp...
Tarrence Price 9 months ago in Case Management / User Report 0 Planned

Claimcheck Dashboard Configuration

On the ClaimCheck Dashboard, there is currently not a way to configure the columns by adding or taking any away. For example, you can filter for Funeral Director on the case, but you do not have the ability to see a column with the Funeral Directo...
Guest 10 months ago in Case Management / Reports & Dashboards 0 Future consideration

New Report Tags

I noticed that "disposition of remains date", "disposition of remains time", pet owner 1 & 2 phone number, and pet owner 1 & 2 email report tags are missing. Is it possible to add these?
Tarrence Price 5 months ago in Case Management / User Report 0 Planned

add aftercare follow up fields for reports under rows to show = cases

This would benefit me as Aftercare Coordinator when inviting family members to the aftercare events we offer. Beneficial if report would pull aftercare names, phone number and mailing addresses when rows to show = cases so that the report only sho...
Guest 10 months ago in Case Management / User Report 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 almost 2 years ago in Case Management / Reports & Dashboards 0 Future consideration

DOB Report Filter

I was speaking with a funeral director from Vertin, and she was wanting to run a report for the DOB & DOD anniversaries of decedents. However, we're unable to filter by date of birth. She said this filter option would make it easier to run som...
Tarrence Price 7 months ago in Case Management / User Report 0 Planned