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Status Future consideration
Workspace Case Management
Categories User Report
Created by Tarrence Price
Created on Dec 29, 2023

Location Filter For Reports & Batch Forms

Several firms have asked about being able to generate a report for a specific location or locations. Could location be added as a filter option in reports and batch forms? Perhaps it could pull from the rolodex, and users can choose specific locations or location type(s), like pet business etc. and then we can group it by location name.


Currently, Best Friends Pet Passings & Cremations is needing to run a batch form that will list cases and group them by clinic, but we don't have a way to do this at the moment.

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