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Reports & Dashboards

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Saved Configuration names showing when reports/batch forms are ran

Funeral Homes will often create saved configurations that filter specific branches/case tags/trade businesses and then run them all back to back. I would like to see in my download center the name of the saved configuration instead of the name of ...
Madison Hicks 7 months ago in Case Management / Reports & Dashboards 0 Planned

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 7 months ago in Case Management / System Report 0 Planned

Make names Clickable

On the Case Listing you can edit the columns to multiple different options of listing the name but it appears the only one you can click into (for the Decedent) is the Decedent Full Name column. For many they like to list Decedents Last Name, Firs...
Sierra Chaffin over 3 years ago in Case Management / Reports & Dashboards 1 Planned

Add "Embalming Finished Date" to the Event Filters on the Dashboard

Spring Grove Funeral Homes - Premium Services Client - would like to be able to filter their dashboards for cases by the Embalming Finished Date. Can we add this to the "Add Event" dropdown in the filters on the dashboard page?
Julie Hofmann 7 months ago in Case Management / Reports & Dashboards 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 4 years ago in Case Management / System Report 1 Planned

Include Additional Date Range Options for Reports

Users often need financial information in Quarter timeframes (i.e., Last Quarter, Past Quarter, Quarter to Date), which are not currently offered as Date Range options. The only solution is to manually edit the specific start and end date each tim...
Kaylan Johnson 8 months ago in Case Management / Reports & Dashboards 0 Planned

Remove Converted Imminent Needs from the Imminent Need Filter

When converting a case from Imminent to AtNeed the case still remains in a tab with the Filter Imminent Need Cases. It would be helpful for them to not show in that filter once converted so that we can properly track our active imminent need cases...
Guest about 4 years ago in Case Management / Reports & Dashboards 1 Planned

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 3 years ago in Case Management / System Report 2 Planned

Service Details Columns on Case Listing

Would be beneficial to include the location name of the service on the Service Details Columns. Most whiteboards have the date & time along with where it will be held so the funeral directors can see it in passing and not have to click into th...
Guest over 3 years ago in Case Management / Reports & Dashboards 2 Planned

Dashboard: Perform Mass Actions

It would be very useful to be able to perform mass actions on multiple cases at once from the Dashboard. Some mass action examples might be: Case Status Disposition Type Client Service Type Funeral Director Case Tags ...to name a few. In order to ...
Guest 9 months ago in Case Management / Reports & Dashboards 0 Future consideration