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Status Gathering interest
Workspace Passare API
Created by Kaylan Johnson
Created on Jan 5, 2022

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Columns Needed in User Reports When Using "Rows show results for" = Contract Items

Need the following Available Report Information (columns) added when "Contract Items" is selected for the "Rows show results for" in User Reports:

  • All Contract Balance, Sub Total, and Total columns

  • Decedent Basic columns (i.e. Client/Decedent Age, Full Name, Gender, Suffix, Title, etc.)

  • Attach files