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Reports & Dashboards

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Adding Case Tag Filter to Survey System Report

When running a Survey System report, for example, the Johnson Consulting Survey Report. The filter options don't include case tags, and I have a funeral home that needs to separate their cases by case tag so it's easier for Johnson to associate th...
Adrain Valerio 14 days ago in Case Management / Reports & Dashboards 0 Gathering interest

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