When on a custom report, and you change the page you're viewing on the report, it keeps you at the bottom of the report instead of redirecting you to the top of the page. This causes the user to have to scroll all the way to the top of the page anytime they change the page on a report.

It would be great to be able to click on the board title and get a list of the jobs in that status so that we can easily see everyone in that status and export/print the list. If we could still click on a job that would be great too. I am constantly trying to build reports for this but it would be SUCH a major time saver if we could just click on the board titles.

I would like to have the ability to pull reports that shows the status of client emails. We have tons of clients in the system and automated emails. We would like to pull a report to see which clients have opened them, not opened, or bounced in order to follow up accordingly.

In Notes;

It'd be great to have a thread or comment feature to a post to continue the subject, or comment to the note, so we can keep one subject in one thread to keep it going.

When can we have cc & bcc features in an email. They should be default features in all correspondence. Thank you.

I want to be able to click in a job and produce a job report of just that job that shows all notes, estimates, invoices and payments for that job. It would also be good to be able to see at least the titles and/or counts of any documents or attachments uploaded to that job. It would be REALLY great to be able to see the overview of the job from Lead to Paid. Does something like this exist?

Add a field on reports for "Sent to natural forms" or something similar to easily track what information was used on naturalForms docs.

If we leave a note and tag a member or self, the tagged members will have a notification at their email (if the user selected that option), the message in the notification will only show the WO / Estimate / Invoice numbers, it does not have any related contact nor job info.

So to know what job or contact the note related to, we have to click the blue note link.

Not efficient.

We created a Note type "Production Notes".

Tried to create a WO report to pull only those notes, and filtered using the "TYPE" column, selected the custom type to be the only one pulled, but the code did not recognize the list of type that we have. It's pulling different names of activity types.

We need PIE CHARTS!! To see sales and invoices and leads. to see it at a glace in color codes would be AWESOME and make our life easier. You already have the ability to make these reports but to see them in color at a glance would be awesome.

Please include the ability to report on line items. This would be helpful when trying to track work order items that have been completed since it would be exportable to Excel or Csv.

Ability to filter a document report by signature status and date like the estimates report. Currently, the signature filter is not setup to detect fully signed documents dates. The report blanks out no matter what date range you set it to. It would be great to use this filter to find date signatures using the new signature feature.

I would like to be able to generate a report that tracks the amount of time it takes for a contact/job to go thru a Workflow from Lead to Paid and Closed. That will allow us to track how quickly we can complete a job.

Have more formatting tools to customize custom reports. I want to be able to highlight rows/columns and even color code the lists as well.

When I have a report grouped with calculations, when I collapse the grouped area, it doesn't retain the calculations. It removes the totals & sums applied such as on an invoice report. I would like to be able to retain that information so that it is easier to view without all of the scrolling.

When running commission reports we want to be able to take off any unused overhead from a project so the sales rep isn't overpaid.

It would be nice to be able to export our Products & Services to Excel or to be able to print a report of all to more easily review and update as needed.

Within JN, you cannot edit/save in the built-in report system unless you have allowed access to Account Settings and Built-in Reports, or created the report as that user.

I need staff (admins, supervisors, and other team members) to be able to edit reports created by superiors, but I have ZERO desire for them to have Account Settings access.

There is an ability to give someone access to the built-in report system. Why would there also be another access for them to be able to edit/save reports, especially when that is tied to the entire Account Settings?