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Status Shipped
Workspace Case Management
Categories User Report
Created by Jessie Goggans
Created on Apr 28, 2021

Price List Categories in User Reports

Users would like the ability to create a User Report with a column(s) that include categories and respective sales data.

Much like the Survey Report or General Sales columns - we'd like the capability to see sales data per category in User Reports (right now this is only available in System Reports). It would be most beneficial to have columns for all categories, as well as individual categories.

Ops gets lots ot requests to customize System Reports in the case that they need to reference some of its info but not all, or if they have to reference 2 separate reports for different information that would normally be on a single report. Having category columns in User Reports would be greatly beneficial and meet this need for customers.

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  • Jessie Goggans
    Jul 15, 2021

    We would like to include signed & unsigned versions of each category: i.e. Caskets (unsigned), Caskets (signed), Cash Advances (unsigned), Cash Advances (signed), etc. for all PL categories.

  • Tarrence Price
    Jul 15, 2021

    Anything that allows customers more control over how to run their reports I think is beneficial. If it's available in system reports, I don't see why it shouldn't be for user reports. I'd say 10 on a scale of a 1-10.