Custom Reports With Any Data
Several types of custom reports can be created, but it would be nice to be able to generate reports that pull data types from the different reports all in one.
Anthony Viglione
shared this idea
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Josh commented
As an admin, I end up having to run anywhere between 3-5 reports to get the data I need to complete my weekly reviews. Not everyone in the office needs to run the type of reports that I do, but I would like to not have to waste a significant part of my day running multiple reports that I then have to combine in Excel just to complete a task. Custom forms should be a very simple implementation. We need the ability to create a REAL custom report that can pull any data field within the job. For instance, we set up several custom fields with data used in relation to insurance claims. I want a report where I can pull, job #, project name, primary contact, status of the job, status of the prod dept (custom field), invoice total, invoice balance, Assigned PM (custom field), last update, Work Order #, Material Order #, assigned subcontractor, supplier used, etc. This is the information I NEED as an admin when reviewing accounts.
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Anonymous commented
Combining multiple report types would be extremely helpful for us. We have to manually keep a spreadsheet so that we can see all the information about a job, that we need to. The only reason we have to do that is because in JN reports, we're not able to see job information, invoice information, etc on one report. We also cannot see historical data. I need to be able to see how many jobs passed through the Sold stage in the last month, quarter, year, etc. however, I can't capture that in a report without doing manual calculations and combining multiple reports. The reporting is extremely bulky and difficult to use.
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ability to add data from different types of reports into one report. Such as combining invoice reports, work order reports, etc.
