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Reports & Dashboards

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SuperAdmins to Access Any User Report

SuperAdmins need the ability to view and edit any user report created. Ops are often asked by customers to edit reports created by other Ops members (currently employed or unemployed), or reports created by other FH users. We should be able to edi...
Jessie Goggans about 3 years ago in Case Management / User Report 0 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 about 1 year ago in Case Management / Reports & Dashboards 0 Future consideration

Move total amount under the item totals on reports when grouped

Currently when you group user reports with financials, you get a table with the sum and the amount is not in the same column as the item amounts. This makes it difficult when users have to take the excel file and do their own calculations and it i...
Guest about 1 year ago in Case Management / Reports & Dashboards 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 over 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 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 about 3 years ago in Case Management / Export/Import 0 Planned

Owner Info Columns for Pet Case Reporting

Could we have "Owner" info columns available for reporting on Pet Cases? Currently the only options in User Reports are Pet Business and Primary Purchaser.
Erin Merriott over 3 years ago in Case Management / User Report 1 Planned

Veteran Rank as item to pull on user reports

It would be helpful to be able to pull the field on the veteran information page called "current or most recent ranking" onto a user report.
Anna Andrews over 1 year ago in Case Management / User Report 0 Planned

Inventory On-Hand Report Changes

Inventory On Hand Report needs to include the following information to meet Federated inventory report requirements. This is important for all customers using Federated and Passare Inventory feature: Add Manufacturer column (pulling from Price Lis...
Jessie Goggans over 3 years ago in Case Management / Integrations / System Report 1 Future consideration

Dashboard Downloads to CSV

It would be really nice if when downloading from a dashboard view, Passare would maintain the original sort order of the dashboard view that is being downloaded. Instead you have to remember how you had the dashboard set up and re-sort the CSV file.
Elizabeth Reed almost 4 years ago in Case Management / Reports & Dashboards 0 Planned