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Reports & Dashboards

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Add Case Identifier as as filter criteria on the Dashboard

Please consider adding Case Identifier to the filter criteria for the Dashboard. Maybe with a start and an end option.
Guest almost 2 years ago in Case Management / Reports & Dashboards 0 Planned

Merchandise reports

There are some reports that I would find really useful that don't exist--or at least I don't think they exist. Basically, I want to know what our most popular caskets have been over the last 2 years. But all I can get is a list of ALL of the merch...
Holly Stammis almost 2 years ago in Case Management / User Report 0 Planned

Search by Case Reference (Cash Sales)

Users would like to see all associated cases (connected by Case Reference) when searching by at-need OR cash sale. Currently, searching by Cash Sale name will pull an associated At-Need, but searching At-Need name will not pull associated Cash Sal...
Jessie Goggans almost 2 years ago in Case Management / Reports & Dashboards 1 Planned

Insurance Tracking

We have a payment form for Insurance and it will show as Pending until payment comes through. However, Passare only allows tracking if we use CLAIMCHECK and we do our own in-house on insurance assignments. The dashboard view created will show noth...
Elizabeth Reed about 2 years ago in Case Management / Reports & Dashboards 1 Planned

Additional Columns Needed in User Reports - Contract Items

We need the ability to pull more columns of information in the Contract Items (and probably Contract) user reports for all case types. Trade Business Info Pet Business Info Decedent Full Name Location of Death Contract Totals (customer wants line ...
Erin Merriott about 2 years ago in Case Management / User Report 0 Planned

Additional User Report Fields - Disposition

Customer requested user report fields to pull disposition related information such as cemetery and crematory name, addresses, and state information.
Erin Merriott over 2 years ago in Case Management / User 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 2 years 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 2 years ago in Case Management / System Report 0 Planned

Aftercare Report Death Date Anniversary Filter and Date Range

A user would like to add the ability to filter User Reports on the Death Date Anniversary of decedents for User Reports. In addition, a new Date Range needs to be added on the Run Your Report page for the last month of the last year (E.g., 07/01/2...
Devin Pauly over 2 years ago in Case Management / Reports & Dashboards 1 Planned

Exclude Deleted Cases Financials from Accounting Exports

Currently when running an accounting export, you can export financials from a case that has been deleted. In the sense of things if a case is deleted you would no longer need those financials therefore it can cause some confusion if the financial ...
Sierra Chaffin over 2 years ago in Case Management / Export/Import 0 Planned