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7 Vote

User Report Container Tags

Steve Jenkins sent a report over to us on July 22, asking for all Foresight funeral homes to be added to it. The issue is that several columns are blank because the report tags are pulling from the incorrect area in Passare. The "Container Type" t...

Created 2 Aug 05:12pm by Tarrence Price

Case Management / User Report

1 Planned
3 Vote

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...

Created 15 Jul 04:48pm by Jessie Goggans

Case Management / User Report

0 Planned
2 Vote

Sales Tax / Change date from date contract signed to date of death

Currently, when pulling sales tax for at-need cases, it pulls by date contract is signed. Would like an option to pull by date of death.

Created 14 Jul 05:38pm by Guest

Case Management / User Report

0 Future consideration
2 Vote

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.

Created 4 May 06:23pm by Erin Merriott

Case Management / User Report

1 Planned
6 Vote

Price List Categories in User Reports

Users would like the ability to create a User Report with a column(s) that include categories and respective sales data.Much like the Survey Report or General Sales columns - we'd like the capability to see sales data per category in User Reports ...

Created 28 Apr 04:59pm by Jessie Goggans

Case Management / User Report

2 Future consideration
1 Vote

Add Check Transaction as a User Report Column for Check Reports

Federated needs us to add the Check Transaction and possibly the Associated Chart of Accounts as User Report Columns under the Check User Report options.

Created 19 Feb 10:02pm by Guest

Case Management / User Report

0 Planned
1 Vote

Adding NOK emails to be pulled on reports.

I had a customer request the ability to pull the NOK emails from Family & Friends for reporting purposes. She said that the FH uses those emails to do a email blast, and would awesome to get those emails from a report. The only thing I see cur...

Created 11 Jan 03:12pm by Guest

Case Management / User Report

1 Already exists
1 Vote

Add more column options to User Reports "Items" and "Invoice"

When selecting "Rows Show Results For" in User Reports, the selections for "Invoice" and "Items" do not currently have many columns to choose from. I currently need several custom fields for an items report but they are not available. Could we als...

Created 9 Dec 04:25pm by Julie Hofmann

Case Management / User Report

0 Planned
1 Vote

User Reports - Checklist Report

I'm trying to create a Checklist User Report for a customer who is beginning to use checklists. When I go to select which checklist I want to report on, I see a full list of every checklist I have access to since I'm super admin. This needs to wo...

Created 27 Aug 04:35pm by Kelsey Swearingen

Case Management / User Report

0 Planned
1 Vote

When I save changes to User Reports, apply them to the scheduled report.

Currently, when I have a User Report that is scheduled and I make changes to the report and save it, the changes are not automatically updated on the scheduled report. I have to manually run it to see the changes made or click "Save" then "Save &a...

Created 20 Apr 02:43pm by Guest

Case Management / User Report

0 Planned