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Dream Factory by TruBridge Ideas Portal
Created by Russ Taylor
Created on Mar 21, 2024

Filter Report Dashboard reports by every available column on the report

It would be very helpful if the Report Dashboard reports would allow you to filter, in the Advanced screen, by any COLUMN that you can add to the report. There are numerous dashboard reports I've tried to filter by a column I added to the report, but, that was not possible. The Columns option has many more fields available than the Advanced screen where we can add criteria. One example is the Revenue Detail Report.

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  • Linda Pfeifle
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    Apr 8, 2024

    It would be better also if you didn't have to go into the advanced portion and just have check boxes to select any of the information you want and be able to save it if you want but not that each person has to save it in order to pick it from a drop down. When one person creates a report, anyone should be able to have it in their drop down list without having to resave/rename it.