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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 very helpful if working by month, quarter, etc.

  • Guest
  • Jul 23 2020
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  • Jessie Goggans commented
    21 Jul, 2021 03:53pm

    Would this include sorting cases in rollup forms= types (Batch Form Type = Generate One Form for All Cases)?

    Can the filter option allow for sorting off other information, i.e. Case ID? It would be helpful if this could sort off any column/mapping on the form, much like user reports group/sort settings.