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Reports & Dashboards

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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

Add "Case Tags" as a column in ALL User Reports

Currently you cannot get the "Case Tags" column when you filter the report to Payments & Adjustments. Can we please make sure Case Tags are an option in all the User Report configurations?
Julie Hofmann 23 days ago in Case Management / Reports & Dashboards 0 Planned

Adding Case Tag Filter to Survey System Report

When running a Survey System report, for example, the Johnson Consulting Survey Report. The filter options don't include case tags, and I have a funeral home that needs to separate their cases by case tag so it's easier for Johnson to associate th...
Adrain Valerio 26 days ago in Case Management / Reports & Dashboards 0 Gathering interest

Sales By GL Code Report

A funeral home's accountant had asked if we had a report that can show the sales by GL account. Their previous system was able to generate this information, and I think this would be a very useful report to incorporate. I've attached an example. I...
Tarrence Price about 2 months ago in Case Management / Reports & Dashboards 0 Future consideration

Change default sort for eSignatures Complete Dashboard tab

Currently the COMPLETE tab on eSignatures dashboard sorts by Status and if you change to sort by a different column, it reverts back to status. This does not work since the status on all of these documents is "Complete" sorting by date would make ...
Madison Hicks 2 months ago in Case Management / Widget 0 Planned

PreNeed Case Number Needed as a Column In Case User Reports

We currently only have the AtNeed Case ID for User Reports. Spring Grove needs a report that pulls both the AtNeed and PreNeed Case ID numbers. Can we please get PreNeed Case Number as a Column In Case User Reports? We have this column already in ...
Julie Hofmann 2 months ago in Case Management / Reports & Dashboards 0 Planned

User Reports - Outstanding Balances

On the advanced filtering tab in user reports, when you select outstanding balance, you have the options of yes, no, or all cases. If you click yes, it'll pull cases with both negative and positive balances. However, you are given the option of sp...
Tarrence Price 10 months ago in Case Management / User Report 0 Planned

Add Remaining Capacity to Dashboard in Passare Pro

With the new capacity option in the mobile app, we are needing a way to see how much room is left at a certain location, but we would like to see it on our dashboards in Passare. Could you add the capacity or remaining capacity (this is ideal) as ...
Julie Hofmann 3 months ago in Case Management / Reports & Dashboards 0 Future consideration

Claimcheck Dashboard Configuration

On the ClaimCheck Dashboard, there is currently not a way to configure the columns by adding or taking any away. For example, you can filter for Funeral Director on the case, but you do not have the ability to see a column with the Funeral Directo...
Guest 11 months ago in Case Management / Reports & Dashboards 0 Future consideration

add aftercare follow up fields for reports under rows to show = cases

This would benefit me as Aftercare Coordinator when inviting family members to the aftercare events we offer. Beneficial if report would pull aftercare names, phone number and mailing addresses when rows to show = cases so that the report only sho...
Guest 12 months ago in Case Management / User Report 0 Future consideration