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System Report

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Allow Exports to Include PDF as Report Format Option

Certain contract and financial data is only visible through the use of exports (i.e., check details). When a user needs to view this information and does not plan to import it into a third-party software, displaying the data in PDF format is needed.
Kaylan Johnson 23 days ago in Case Management / System Report 0 Gathering interest

Next 7 Days - Daily Schedule of Services

I've been working with a client on their daily schedule of services report. They're needing it to run daily and to show services for the next 7 days. We can do next week, but that's only for the calendar week; it won't update every day. We have th...
Tarrence Price 9 months ago in Case Management / System Report 0 Planned

Being able to create a batch report that filters by certain time periods in specific order ex. Date of Death.

It would be great if we could produce a batch form with the contracts for a specific time frame in the order of date of death. This would be helpful in pulling data from the contracts for a specific time period. Having these in order by date of is...
Guest almost 5 years ago in Case Management / System Report 1 Planned

Please add the word "days" the the 120 column on the AR Aged System Report

Currently all of the column headings for days outstanding have the word "days" after the number but the last column, 120 does not, it just says 120. When filtering and custom sorting, the 120 was added into the total for this funeral home because ...
Julie Hofmann 12 months ago in Case Management / System Report 0 Future consideration

Add Cash Sale Case Type to System Reports

Users need to be able to pull the following System Reports and specify only Cash Sale Cases, just like they can all the other case types. Detailed Items Sold Detailed Sales Items Sold
Kaylan Johnson almost 4 years ago in Case Management / System Report 2 Planned

Items Sold System Report

Funeral Excellence Group is intending to run the System Report "Items Sold" across all of their funeral homes. In order to easily distinguish who has sold what they are requesting a branch/location column and a funeral director (case assigned to) ...
Chloe Jonas about 1 year ago in Case Management / System Report 0 Planned

Updates to QuickBooks Export Outputs for 'Refunds' Transactions

User Story As an accountant who imports data to QuickBooks, I'd like some changes to the output of the data in the exports, as it relates to 'Refunds' transactions created from within the Payments & Adjustments page of a case. These changes wi...
Daniell Jara almost 5 years ago in Case Management / Accounting / Export/Import / System Report 0 New

Bulk delete reports

How can we delete previously created reports from the lists? i can only imagine keeping them makes rendering the list slower, but i can only delete old reports one at a time?
Kurt Edenbach over 1 year ago in Case Management / System Report 0 Future consideration

CST Filter on AR System Report

For organizations that tie their accounts based on Client Services Types, they need the ability to filter certain CSTs out of the Accounts Receivable Aged system report. The CST filter would need to have the ability to pull cases that both include...
Guest over 1 year ago in Case Management / System Report 0 Planned

Add a Memo Column to the Payments and Adjustments System Report

It would be incredibly useful to add a memo column to the Payments and Adjustments System Report. Currently, the receipt number field does not populate for Insurance Assignments. Adding the memo field would add this information to the report. I ha...
Devin Pauly over 3 years ago in Case Management / System Report 1 Planned