Dashboard & Reports
88 results found
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Filter invoice report by contact status
Create the ability to make a custom report for invoices with a filter for contact status so I can filter the contacts in that status to see amount paid, balance due, etc.
4 votes -
Status Report
We'd like a way to create a report that tells us all the jobs that were in a status during a particular time frame. Currently the only workaround to this issue is to create an activity report with parent workflow filters that tell you jobs that moved into the status during a time frame. Not all jobs in the status.
6 votes -
Report Folders
Allow reports to be placed together in a folder or category -- for example, I would like to have a MONTHLY folder in which I can store all my monthly reports, or a WEEKLY Folder that stores all the weekly reports, a SALES folder that stores the sales reports, etc - instead of having 100 reports listed on the same report screen that you have to scroll through
7 votes -
More consistency with the sales dashboard
The sales dashboard doesn't align with what I can pull up in my contact reports. We need these to be easier to customize and we need more consistency with the filters and usability of these.
5 votes -
Type Filter in Invoice and Estimate Reports
Ability to filter by type on an invoice or estimate report would be helpful for easier and quick list creation of these.
3 votes -
View Past statuses in reports
I want to be able to pull up past statuses contacts/jobs have been thru even if they're no longer in that status
3 votes -
Free range reports
Be able to make any kind of customized report being able to include contact and job information. Including invoice amounts, Contact information, Job numbers, etc. Full free range of reports
7 votes -
Not all sales reps show on sales pipeline
On the sales pipeline on the home screen, because we have over a certain number of sales reps, the Sales Pipeline only shows the name of every other sales rep. This defeats the purpose of quickly viewing how our sales reps are performing.
2 votes -
Custom Report Filter for "Date Stage Changed"
The ability to filter reports by the date stage changed like the date status changed filter does.
9 votes -
Report Including Budget and Lead Sources
I need to generate a report in which I can cross reference different status with budget and lead sources.
Ideally I want to see how much revenue I generated for different status we have set up, specifically for each one of our sources.
4 votes -
Custom Report for both Contacts AND Jobs
I would like to create a custom report to be able to pull all our contacts AND jobs into an Excel spreadsheet with ALL the information we have gathered thus far. Currently, I have to download 2 reports, one for the contacts and one for the jobs. Then I have to figure out how to merge the two files into one.
5 votes -
Be able to track email replies in a report
Customer would like a way to be able to track which clients have replied to his emails through a report. Currently you can filter by activity type, but does not appear to have a column or additional filtering for reply as the status.
6 votes -
8 votes
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Ability to limit access to custom reports.
Wants to ability to change the access to the custom reports so people are not able to view certain types of reports that are created.
5 votes -
Report for activity updates.
The ability to pull a report for when the sales rep is updated on a contact.
2 votes -
Export as PDF REPORT
We need option for PDF report
6 votes -
An indication that the sales rep is inactive from the sales reps drop down in sales dashboard
It would be great if there was some time of indication on the sales dashboard that the sales rep is inactive from the sales rep selection. I have 3 reps with the same name and 2 of them are inactive, yet all 3 of them still show in the drop-down selection
3 votes -
Choose between Invoice data and Estimate data on Sales Dashboard
We'd like data on the Sales Dashboard to come from the total of the invoice rather than the estimate, because the two are rarely the same and we can glean much more useful and actionable business intelligence from the former.
19 votes -
Budget Report Filtered by Trades
We should be able to pull a budget (profitability report) filtered by the trade.
I don't have a way of seeing how my different trades are performing.
Ex: roofing,windows, siding....3 votes -
Tracking jobs, closing rates for company and per rep, average ticket
Making it more user friendly to run reports
3 votes
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