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CRM Idea Center
Status Future consideration
Created by Alex Chesnutt
Created on Feb 27, 2022

Additional Filtering Options for "Daily Visit Report"

Sort by and filtering updates

Daily Visit Report - client would like to be able to filter by multiple Territories (in the Select Territory drop down). Right now you can only select one territory per report.

client would like there to be more options under the "Sort By" drop down, specifically being able to sort by Prior Year Total Referrals vs only Prior Year Total Admits.

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