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User Report

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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 1 day ago in Case Management / User Report 0 New

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. As an example, today when building a user report, if you chose Family & Friends in as the option for "Rows show results fo...
Erin Merriott 1 day ago in Case Management / User Report 0 New

Designate required fields before allowing contract signing

We use a report to share to a third party consultant. I would like to require the fields in that report to be completed before allowing the case to be signed.
Reuben Feuerborn over 4 years ago in Case Management / User Report 2 New