Jump to content
Dibcase Community

New Feature Added - Custom Report Builder


Recommended Posts

As you may have noticed on our feature page, we are working on a new custom list/report feature.

This new feature will allow you to create an unlimited number of reports from your client, claims, and contact tables.

This functionality will allow you to create reports to accurately track your cases with substantially less effort.

Once you've created your reports, Dibcase will post a number of how many cases actually meet that criteria.

 

Implementation:

We will be implementing this exclusive feature in stages and this will be a long term project to expand and refine the functionality.

We know you'll love this feature and it will definitely make your case management duties much easier.

 

Bottom Line:

You'll be able to create your reports, scan down the list,  see how many cases match those criteria, and quickly take action on them.

For example, you could create a report called "Leads older than 30 days with outstanding rep packages". If you pull up the report list and it says "0", then you know you're on track. If a case now meets that criteria, you'll be immediately notified just by glancing at the list. We'll be adding key reports automatically for you and you will be able to edit them as necessary.

 

 

Screen Shot 2020-04-08 at 11.05.17 AM.png

Screen Shot 2020-04-13 at 5.37.09 PM.png

Link to post
Share on other sites

Join the conversation

You can post now and register later. If you have an account, sign in now to post with your account.
Note: Your post will require moderator approval before it will be visible.

Guest
Reply to this topic...

×   Pasted as rich text.   Paste as plain text instead

  Only 75 emoji are allowed.

×   Your link has been automatically embedded.   Display as a link instead

×   Your previous content has been restored.   Clear editor

×   You cannot paste images directly. Upload or insert images from URL.

×
×
  • Create New...