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Status Planned
Workspace Case Management
Categories Reports & Dashboards
Created by Devin Pauly
Created on Jul 28, 2021

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Aftercare Report Death Date Anniversary Filter and Date Range

A user would like to add the ability to filter User Reports on the Death Date Anniversary of decedents for User Reports.

In addition, a new Date Range needs to be added on the Run Your Report page for the last month of the last year (E.g., 07/01/2020-7/31/2020).

Currently, it is not possible to schedule a report because these options do not exist. The user must run the report monthly using a specific start and end date.

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  • Kaylan Johnson
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    |     Jul 28, 2021

    Additionally, in order for the Date To Filter On to change based on needing to compare data, the Date Range options need to include the following:

    • "Past Month, Last Year" (i.e., 6/1/20 to 6/30/20)

    • "Current Month, Last Year" (i.e., 7/1/20 to 7/31/20)

    • "Next Month, Last Year" (i.e., 8/1/20 to 8/31/20)