Skip to Main Content
đź’ˇ Share your Ideas!
ADD A NEW IDEA

User Report

Showing 18 of 628

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 4 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 about 2 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 5 months ago in Case Management / User Report 0 Future consideration

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 3 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 3 months ago in Case Management / User Report 0 Planned

Location Filter For Reports & Batch Forms

Several firms have asked about being able to generate a report for a specific location or locations. Could location be added as a filter option in reports and batch forms? Perhaps it could pull from the rolodex, and users can choose specific locat...
Tarrence Price 10 months ago in Case Management / User Report 0 Future consideration

I need a column for PreNeed Payments in User Reports

For Keyser Funeral Home, User Reports, when you choose "Rows Show Results For - PreNeed Payments & Adjustments" it does not pull the information from the Payments & Adjustments page on the PreNeed side, it still pulls the AtNeed informatio...
Julie Hofmann 12 months ago in Case Management / User Report 0 Planned

SuperAdmins to Access Any User Report

SuperAdmins need the ability to view and edit any user report created. Ops are often asked by customers to edit reports created by other Ops members (currently employed or unemployed), or reports created by other FH users. We should be able to edi...
Jessie Goggans about 3 years ago in Case Management / User Report 0 Planned

Owner Info Columns for Pet Case Reporting

Could we have "Owner" info columns available for reporting on Pet Cases? Currently the only options in User Reports are Pet Business and Primary Purchaser.
Erin Merriott over 3 years ago in Case Management / User Report 1 Planned

Veteran Rank as item to pull on user reports

It would be helpful to be able to pull the field on the veteran information page called "current or most recent ranking" onto a user report.
Anna Andrews almost 2 years ago in Case Management / User Report 0 Planned