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Status Planned
Workspace Case Management
Categories User Report
Created by Holly Stammis
Created on May 27, 2022

Merchandise reports

There are some reports that I would find really useful that don't exist--or at least I don't think they exist. Basically, I want to know what our most popular caskets have been over the last 2 years. But all I can get is a list of ALL of the merchandise, and it isn't categorized out into fields by type--it's kind of just random.

  1. Caskets sold. I'd like a list of just the names of the caskets we've sold. Might be nice if it included the price. And the director that sold it.

  2. Similar reports for vaults and urns.


I also think it would be nice to make a dashboard line option for "casket". Right now I have the option of having all the care center merchandise on my case listing, but that's more than I need and kind of long. Being able to see at a glance who goes in what casket (or who it is in that casket) would go a long way in keeping us from making big errors.

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