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Status Planned
Workspace Case Management
Categories System Report
Created by Guest
Created on Jul 23, 2020

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.

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  • Jessie Goggans
    Jul 21, 2021

    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.


Allow users to select their preferred sorting order for Batch Forms

Broadway Mortuary would like to be able to select a preferred sort order for Batch Form print outs. Currently it has been changed to only come out alphabetically and he would like it by date order, oldest to newest. If there was a way to select th...
Julie Hofmann about 2 years ago in Case Management 0 Planned