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System Report

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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 over 1 year ago in Case Management / System Report 2 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 over 2 years ago in Case Management / System Report 1 Planned

Include All Case Types on the Case Count System Report

A customer is needing a report with the number of cases for each case type they had last year/this year. In our system report Case Count it only counts the number of At-Needs and groups it by Case Status & Branch. We need this report to pull t...
Sierra Chaffin over 2 years 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 1 year ago in Case Management / System Report 0 Planned

Include Value in Survey Report Configuration for Contract Total Less Tax and Cash Advance Items

Users who use the Survey Report Configuration are requesting a way to have the Total Contract column exclude both Cash Advances and Sales Tax. Currently, under the Value drop-down, you can select Total Sales Price to exclude Tax, but there is no w...
Kaylan Johnson over 1 year ago in Case Management / System Report 0 Planned