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 - Standard/Crystal

Showing 7

Ability to print images with standard Notes Abstract

With ClearSight, users are able to enter Rich text and attach images. However, these images are not printed on the Notes Abstract. Client has asked for the ability to print images with standard Notes Abstract.
Guest almost 4 years ago in ClearSight / CS - Reporting & Analytics - Standard/Crystal 1 Future consideration

When searching for Reports, add Prior Valuation Date as search option

Client would like the ability to search reports by prior valuation date (located on other info section) if possible. Example, be able to search all reports valued as of 1/1/18. It currently doesn't appear when editing/creating a view within the se...
Guest over 3 years ago in CS - Reporting & Analytics - Standard/Crystal 2 Future consideration

Report Scheduling Flag

Can we have a flag to use in report scheduling? And can that flag be able to look at the UPDHIST table and be smart enough to verify if the current valuation has been processed? We have many monthly or quarterly processes we manually run for clien...
Guest over 3 years ago in CS - Reporting & Analytics - Standard/Crystal 1 Future consideration

Crystal Report Scheduling: Add Frequency option of First/Last Day of the Year

Client wants to schedule a Crystal report (Cargo IM Detail Report YTD w/ Reserves_Prior Year) to run on the first day of the year to capture the prior year’s data. However, there is no scheduling options for First Day of Year or Last Day of Year. ...
Guest almost 4 years ago in CS - Reporting & Analytics - Standard/Crystal 2 Future consideration

Single Line Valuation Comparison Report Template

Covenant has asked for a single line valuation report for excel data only for better ease with filtering and sorting
Guest over 3 years ago in CS - ClearSight Platform - General / CS - Reporting & Analytics - Standard/Crystal 2 Future consideration

Report Template - Validation Comparison report with customizable fields

Client would like to see a new report template that mimics the Valuation comparison template, but has customizable field selections (like claim Ad Hoc) and at least a few more Valuation selections. (current valuation report is limited to 2 valuati...
Guest almost 3 years ago in CS - Reporting & Analytics - Standard/Crystal 1 Future consideration

Intake Ad Hoc report

Just like Claim, Transaction etc... Can we have an Intake Adhoc report?
Guest over 2 years ago in CS - Reporting & Analytics - Standard/Crystal 0 Future consideration