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7 Vote

Aged Days Column - Count to Start at '0'

Currently, the Aged Days column in User Reports begins counting at '1'. This column is used to see how many days it takes to close out a contract, but skews data by not starting at '0'. For example, if my Aging column has dynamic filtering set to ...

Created 3 Nov 11:15pm by Jessie Goggans

Case Management / User Report

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2 Vote

Aged Days Column to Stop Counting After Zero Balance

Aged Days User Report Column currently counts by Dynamic Filtering date and stops at report ran date, regardless of the contract balance. This incorrectly calculates zero balance cases and how quickly the contract was closed out. This column can b...

Created 5 May 02:33pm by Jessie Goggans

Case Management / User Report

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2 Vote

Add 'Service Date' Columns to Family & Friends User Reports

IDEA SUMMARY I would like to create Family & Friends User Reports that include the 'Service Date - First' column, along with all other service dates available in the other report types. FUNCTIONAL SPECIFICATIONS For 'Family & Friends' User...

Created 15 Jan 09:59pm by Matthew Morian

Case Management / User Report

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1 Vote

Add Variations of 'Case Assigned To' Fields in User Reports and Case Listing Widget

User Story We are using Passare to track our Pre-Need contracts. We wanted to create an Aftercare report that showed both the Funeral Director who served the family At-Need and the AP Counselor. I was told that these are currently the same field a...

Created 4 Feb 10:22pm by Alice Brousseau

Case Management / User Report / Reports & Dashboards

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