Customer Ideas Portal

The Customer Ideas Portal gives you the opportunity to submit Ideas for new features and functions to add to the products and vote up existing ideas that are important to your organization.

Ideas that you create are viewable by other customers, so please be mindful of the details you include in the title and description.

Your feedback is important and valuable. Thank you for taking the time to provide it!

Note: Product bugs or configuration requests that are specific to your organization should be submitted through a case on the Customer Success Portal.

ADD A NEW IDEA

CS - Reporting & Analytics - Other

Showing 4 of 1118

Auto Refresh on the Dashboard

The client is wanting an "Auto Refresh" for the dashboard for accuracy when dealing with Tasks to get the most accurate information.
Guest over 3 years ago in CS - Reporting & Analytics - Other 2 Future consideration

Transaction Manager views to be available in the My Views widget of the Dashboard app

Client is requesting the ability to create claim views that have claim transaction filter criteria, e.g. Transaction Date or Transaction Type. This request relates to existing EPIC - CLM-E-199
Guest over 2 years ago in CS - Reporting & Analytics - Other 1 Will not implement

Ability for Admin to Remove Private Dashboards

Looking for the same functionality as Views in admin. In the Admin-> Views, admin can access and help a user fix a private view, can copy it, and can delete private views when a user is no longer with the company. Looking for the same functiona...
Crystal Wubbels about 1 year ago in CS - Reporting & Analytics - Other 2 Future consideration

Ability to search for specific Dashboard Parts

Enhancement Request – ability to search for a specific Dashboard Parts Currently, in Dashboard Parts in CS, we would have to scroll through the list to find the existing dashboard. Including filters/search functionality would help to reduce the ef...
Guest about 4 years ago in CS - Reporting & Analytics - Other 0 Future consideration