Reports & Dashboards

Certain contract and financial data is only visible through the use of exports (i.e., check details). When a user needs to view this information and does not plan to import it into a third-party software, displaying the data in PDF format is needed.

Connelly McKinley needs the ability to sort the permit number column on the dashboard by ascending or descending order. They use this to see what the next cremation number needs to be. This sort would be similar to case id or date of death sorting.

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...

Currently you cannot get the "Case Tags" column when you filter the report to Payments & Adjustments. Can we please make sure Case Tags are an option in all the User Report configurations?

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 ...

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 ...

When I create a dashboard for future services, I cannot see whether a service is private or public without going into the case or going to the calendar. Can we add a column for private or public or the icon indicator to the dashboard?

On the Case Listing you can edit the columns to multiple different options of listing the name but it appears the only one you can click into (for the Decedent) is the Decedent Full Name column. For many they like to list Decedents Last Name, Firs...

It would be great if we could produce a batch form with the contracts for a specific time frame in the order of date of death. This would be helpful in pulling data from the contracts for a specific time period. Having these in order by date of is...

When converting a case from Imminent to AtNeed the case still remains in a tab with the Filter Imminent Need Cases. It would be helpful for them to not show in that filter once converted so that we can properly track our active imminent need cases...