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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

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
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

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
1 Vote

Add 'Last Year' Option for Date Ranges

Idea User StoryWe look at fiscal year data quite a bit. It would be a time saver to be able to select last year instead of manually enter the dates

Created 4 Feb 10:17pm by Alice Brousseau

Case Management / User Report / Reports & Dashboards / System Report

0 Planned