Reporting

Customers are looking to increase length of stay for hospice admissions and are looking at ALFs and SNFs as a way to do that. They are encouraging and compensating reps to find patients at these locations and so creating a goals filter for facilit...

Add the NPI listed on the contact record to the AE Detailed Contact Productivity Report

It would be helpful for Managers/Admins to be able to see all goals entered in the drop down box.

If our goals are tracking Admits by Date Entered this will provide an inaccurate Measure of Admits

Ability to Change the Naming Convention on the Dashboard Charts

We'd like a report that shows how many times an Account has been marketed to, in a date range. Under Calendar Events > Printable View > give an Excel spreadsheet option? That would also help.

have we considered breaking out or grouping together, reports that sales managers should use daily, weekly, monthly? this will help with setting a regular cadence & won't be so overwhelming

Need to be able to customize report time frame for all reports.

Need to be able to add custom fields into reports and filter by them.

In the CRM Documents tab, we are not able to move multiple documents to different sub folders. It would be good to have the option to move multiple documents in created sub-folders.