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Reports & Dashboards

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Add "Case Tags" as a column in ALL User Reports

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?
Julie Hofmann 8 days ago in Case Management / Reports & Dashboards 0 Planned

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 about 2 months 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 2 months ago in Case Management / Reports & Dashboards 0 Planned

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 10 months ago in Case Management / User Report 0 Planned

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

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 8 months ago in Case Management / User Report 0 Planned

Show Private or Public with Services on the Dashboard

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?
Julie Hofmann over 4 years ago in Case Management / Reports & Dashboards 2 Planned

Remove the branch name from the location name on "Last Location" column

Funeral Homes would like for the full branch name to be removed from the location column for decedent tracking dashboards. This being in front of the actual location name from the app, takes up way too much room and is unnecessary especially for f...
Julie Hofmann 8 months ago in Case Management / Reports & Dashboards 0 Planned

Needed "ordered" info as column options in user reports

We are needing the "ordered" fields from the Merchandise page in the Care Center to be column options in User Reports. This would include: Type Name Ordered Date Ordered Time Order Taken by Delivery Location Delivery Date
Erin Merriott 9 months ago in Case Management / User Report 0 Planned

Custom fields needed in all "Rows show results For" options of user reports

We are needing any custom fields to be available as columns in user reports for all the "Rows show results for" options. This would be for all options under #2 but one example would be that today when building a user report, if you chose Family &a...
Erin Merriott 9 months ago in Case Management / User Report 0 Planned