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2 Vote

Inventory On-Hand Report Changes

Inventory On Hand Report needs to include the following information to meet Federated inventory report requirements. This is important for all customers using Federated and Passare Inventory feature:Add Manufacturer column (pulling from Price List...

Created 14 Jan 03:02pm by Jessie Goggans

Case Management / Integrations / System Report

1 Future consideration
1 Vote

Additional Check Register System Reports

Customer would like to have a Check Register System Report by Vendor and a Check Register System Report by Case. The columns available for the system report are not available to build a user report and filter as needed.

Created 8 Jan 10:45pm by Erin Merriott

Case Management / System Report

0 Future consideration
3 Vote

Sales by Client Service Type Report

Would like a CST system report to include the following: CST, total revenue, case count, average revenue, % of CST - grouped by branch and showing a row for each CST. This information is across 2 reports currently (Recap of CST and Client Service ...

Created 12 May 02:34pm by Guest

Case Management / System Report

0 Future consideration
2 Vote

Adding the "date of deposition" and "contract total less cash advances" to the column choices for survey report

It will provide more diversity and detailed data to the funeral homes that utilize this report.

Created 3 Apr 12:52pm by Joanna Gore

Case Management / System Report

0 Future consideration
6 Vote

Adding Reports for Outside Vendors as Optional System Reports

We spend a lot of time building the same vendor reports for lists of customers they send over. It would be a big time saver to have reports like Domanicare, Aftercare.com, Greystone, Federated, etc. available as system reports we can just turn on ...

Created 23 Jan 03:08pm by Guest

Case Management / System Report

0 Future consideration