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Allow grouping in advanced report by primary staff code

In the advanced search feature, you can group by all different columns except for the primary staff code. It would be beneficial if we could group by primary staff code for reporting/auditing purposes.
Guest over 1 year ago in Auditing 0

Neos - Add additional dashboard refresh rates

Add more Refresh Rate Options to dashboards - ex: 30 minutes, 1 hour, 4 hours ,etc.
Guest over 1 year ago in Auditing 0

Transaction History

Would like the ability to keep track of staff activity within the NEOS program .
Guest over 1 year ago in Auditing 0

Reports by Originating Attorney

It is useful for intake, case audit and marketing.
Guest about 2 years ago in Auditing 0

referral Tracking

This will help keep track of referrals and fees owed.
Guest almost 3 years ago in Auditing 0