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Reports & Dashboards

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Allow Exports to Include PDF as Report Format Option

Certain contract and financial data is only visible through the use of exports (i.e., check details). When a user needs to view this information and does not plan to import it into a third-party software, displaying the data in PDF format is needed.
Kaylan Johnson 23 days ago in Case Management / System Report 0 Gathering interest

Adding Case Tag Filter to Survey System Report

When running a Survey System report, for example, the Johnson Consulting Survey Report. The filter options don't include case tags, and I have a funeral home that needs to separate their cases by case tag so it's easier for Johnson to associate th...
Adrain Valerio 26 days ago in Case Management / Reports & Dashboards 0 Gathering interest