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đź’ˇ Share your Ideas!
Status Future consideration
Workspace Case Management
Categories Checklist
Created by Chloe Jonas
Created on Aug 7, 2023

Adding filter options for Case Checklist Reporting in User Report

There is currently not a way to filter a daily checklist report by completed or not completed tasks, it pulls the entire checklist when funeral homes have asked to see just what has not been completed

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  • Trae Cody
    Aug 25, 2023

    I could see this being very helpful when filtering by something such as “obituary completed” to see which cases still needed an obituary to be submitted.