Set up survey reports to send to families you serve.
Jump ahead to:These settings will need to be configured in the parent (main) organization. They won't be available in each individual organization.
Go to Settings > Cases > Client Service Types and scroll down to Survey Report Configuration.
From here you can add a survey report and configure your columns.
To add a report, select Add report.
Enter the report Name and Description.
Check the box if you want to include cases without a client service type assigned.
Click Save.
To add columns, click the Add column button from Survey report configuration.
Choose whether you want to Create new column or Use existing columns.
New columns
Under Report, choose which report the column will be added to.
Enter the column Name and Value.
- Name: Column heading that will appear on the report.
- Value: Information that will be pulled from Passare into the report column.
Example: If you want the decedent's address, you can name the column Address and select if you want just the Address or if you want to include the Address, City, State, and Zip.
Click Save.
Existing columns
Under Report, choose which report the column will be added to.
Choose which Column you want to add to the report. The Value will auto-fill. 
Once you add all your columns, you can rearrange the order.
Add as many columns and reports as you need.
Go to Settings > Cases > Client Service Types
See which types are Included in Survey Report.
If there are any you want included, select the service type Name.
Check Yes or No under Include in survey report.
Click Save.
Once you configure the survey report, you'll want to go into your Price List and make sure the items will appear in the correct column.
Reminder: These settings will need to be configured in the parent (main) organization. They won't be available in each individual organization.
Go to Settings > Price list > Price list items.
If you know you want to include certain price list items on the report, you can Filter Items.
Select a price list item Title.
Scroll down to Survey Reports and check the box for the corresponding category.
Click Save.
From there, you can run your report.
For more information, see How to Run & Schedule System Reports.
Need Help? Email us at support@passare.com or call (800) 692-5111!