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Reports & Dashboards

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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 about 3 years ago in Case Management / System Report 0 Planned

Trade QB Export

Users utilizing both Trade cases and QB exports need to be able to see invoices grouped by Trade Business as the QB Customer. It currently groups by Deceased Name, even though the trade business is truly the customer being billed. Spoke with Danie...
Jessie Goggans over 3 years ago in Case Management / Export/Import 0 Not being considered

Adding NOK emails to be pulled on reports.

I had a customer request the ability to pull the NOK emails from Family & Friends for reporting purposes. She said that the FH uses those emails to do a email blast, and would awesome to get those emails from a report. The only thing I see cur...
Guest almost 4 years ago in Case Management / User Report 1 Already exists

Ability to Filter Checks User Report by Account Code

Needing the ability to filter any checks user report by account codes. Also needing column options available in normal user reports for checks user reports.
Erin Merriott almost 4 years ago in Case Management / Reports & Dashboards 1 New

Allow General Reports Category to Pull Only One Case at a Time

Vertin firms use a system report called Cash Advances to Pay - Vertin Co. management has requested that this report be available under the General Reports category so that more of their users can access the report. However, they need to be able to...
Kaylan Johnson over 4 years ago in Case Management / System Report 3 Not being considered

Designate required fields before allowing contract signing

We use a report to share to a third party consultant. I would like to require the fields in that report to be completed before allowing the case to be signed.
Reuben Feuerborn over 4 years ago in Case Management / User Report 2 New

User Reports fields to indicate where the data is coming from in Passare

As a user, I would like to see where the data is coming from in Passare for the User Reports.
Product Team over 4 years ago in Case Management / User Report 0 Not being considered

Display notes on AR Report

We want notes that are entered into the case (Payments & Adjustments notes) to show up on the AR report next to each case's balance.
Guest almost 5 years ago in Case Management / System Report 0 Not being considered

Add 'Missing Signing' to User Reports Advance Filtering

Users would like to filter User Report on 'Missing Signing' Admin > User Reports > Add New Report > Contract Status (see mockup1)
Josh McQueen about 5 years ago in Case Management / User Report 0 Already exists