How to Configure Survey Reports

Configure your Survey Report with up to 40 columns of sales information, and choose which Client Service Types to include.

    Passare users have the ability to run Survey Reports, which provide them with information they need to send out surveys to the families they serve. Survey Reports are often sent to third-party companies that send out surveys on behalf of the funeral home.

    Survey Report Configuration:

    To set up the report, go to Admin > Organization.

     

    Select Client Service Types > Scroll down to Survey Report Configuration.

    Note: If you have a parent organization, these settings will need to be configured under the parent. They will not be in each individual organization.

     

    To add a column, select Add New Column.

     

    Enter the column Name and the Value that will be included in the column:

    • The Name is the column heading that will appear on the report.
    • The Value is the information that will be pulled from Passare into the report column.

    For example, if you want the decedent's address, you can name the column Decedent Address and select if you want just the Address or if you want to include the Address, City, State, Zip.

    Be sure to Save!

     

    Add as many Columns as you need. You can also rearrange and delete columns.

     

    Check the box if you want to Include cases without a Client Service Type assigned.

    Selecting Client Service Types:

    Under Client Service Types, see which types are Included in Survey Report.

    If there are any you do or do not want included, click on the service type. 

    Check Yes or No for Include in survey report > Save.

    Price List Settings:

    Once you configure the survey report, you will want to go into your Price List and make sure the items will appear in the correct column.

    Go to Admin > Price Lists.

     

    If you know you want to include certain price list items on the report, you can filter by Category.

     

    Select a price list item and scroll down to Reports > Check the box for the corresponding category > Save.

    Running the Report:

    Go to System > Reports.

     

    Select System Reports > Search for Survey.

     

    Select the Case Types and Branch.

     

    Choose the Report Format and Delivery Method as well as the Date Range, Time Zone, and Date Filter On.

    For more information on how to run and schedule reports, see How to Run & Schedule System Reports.

     

    Once you have selected the filters you want, select Run Report.

     

    Go to the Download Center.

     

    The Survey Report will be there to Save, Download, or Email.

    Need More Information?

    How to Add & Require Client Service Types

     

    Need Help? Email us at support@passare.com or call 1-800-692-5111!