JobNimbus Feedback

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Dashboard & Reports

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  1. Dead space in dashboard reports

    With new Update to Webapp there was a change to table spacing for reports in the dashboard. Now the reports look enlarged to fit in the table spacing of the report. The previous version was more condensed and easier to read. It would be helpful if this change was reverted or we had the options to set the sizing of the table to manipulate the view.

    3 votes
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    0 comments  ·  Dashboard  ·  Flag idea as inappropriate…  ·  Admin →
  2. Reports - return to where you left off

    When going through a report, we click on a job on page 3 of the report...when we want to return to the report, we'd like to return to spot where we left off as opposed to returning to the first page of the report. PLEASE :)

    3 votes
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    0 comments  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  3. freeze report headers

    Report headers should be able to be frozen and locked so you can scroll down without losing the column title.

    2 votes
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    0 comments  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  4. Jobs report including option to separate contact information columns

    Jobs report should include option to separate contact information columns, ie Address Line 1, Email, Main phone (similarly to how Contacts report works)

    2 votes
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    0 comments  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  5. Edit Multiple Records at One Time on Dashboard

    It would be great if we could just select multiple records on a dashboard report and update/edit those records at one time, similar to a bulk edit but with a more user-friendly option of clicking to select the records you need to change and then being able to update the data in a column for those records.

    3 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  6. Individual Record Upper Pane Real Estate Utilization Improvement

    Issue: Contact Workflow information located in the upper pane within each record is crowded, unorganized, and hard to decipher & extract when checking status of a particular project (record).

    Recommendation: There is plenty of real estate in that upper pane. Have the ability to include Headers followed by respective fields that correspond to the particular Header. In our case, they will apply and fall under each header for any project undertaken.

    Benefit: Any user can then see very easy the details of the project, what's required or needed to enable them to take appropriate steps to move the project along…

    2 votes
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    0 comments  ·  Dashboard  ·  Flag idea as inappropriate…  ·  Admin →
  7. Material Order Report - Option to Display Purchase/Price Amounts

    I need the material order report to show totals of amounts purchased, quantity and total price

    3 votes
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    0 comments  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  8. Disable or hide sales dashboard via access profiles

    We do not have a need for the sales dashboard that was recently added and would like the option to be able to disable this feature or filter its access by certain access profiles.

    2 votes
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    0 comments  ·  Sales Reports  ·  Flag idea as inappropriate…  ·  Admin →
  9. Have custom reports keep the same cell formatting when exporting to excel (i.e. text, number, date, etc...)

    We have a report which we use and when we extract it to a spreadsheet there are a couple of issues. The numbers that are extracted are NOT NUMBERS – so you cannot do numerical formulas with them. It would be very helpful if at least the numbers would work, otherwise, someone has to go each cell and convert each cell to a number.

    2 votes
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    0 comments  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  10. Include Activity in Contact Report

    Would like to have the option when exporting Contact list into CSV to include activity for Contacts as well.

    1 vote
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    0 comments  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  11. Add Job Type to the Budget Reports

    For the love of all that is holy :)

    Can you please add a column for job types to the Budget Report creator in Reports in Job Nimbus.

    Sincerely,
    Every Contractor Everywhere :)

    2 votes
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    0 comments  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  12. Meta audit log

    Meta audit log, to track changes in JN and who made the changes

    1 vote
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    0 comments  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  13. automation

    I would like a report that lists all automations that are active, including parameters and actions.

    1 vote
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  14. Cross referenced custom reports

    It would be nice to be able to populate data from related records on a report. For example, create a custom contact report that populates information from the related jobs or work orders such as the type, status, start date, etc...

    4 votes
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    0 comments  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  15. See all team members on sales dashboard reports without having to zoom in

    Currently, when there are too many names to fit in in the Sales Dashboard reports, it will hide some of the names. Add a way to see the names without having to hover over the bar on the report or zoom in. Zooming in doesn't save for the next time you view the report either.

    1 vote
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    0 comments  ·  Dashboard  ·  Flag idea as inappropriate…  ·  Admin →
  16. Lead Source Reporting

    Create a report with the ability to input marketing costs to generate an accurate depiction of money spent/earned regarding a specific lead source. Integrate an option to then view breakdown of lead sources as percentages.

    2 votes
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    0 comments  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  17. Ability to export all invoices from a report

    The ability to download to a CSV file of all invoice would be super helpful. Reviewing sales and getting the info into accounting software is something that should be a top priority. Having jobs and invoices is only part of the business, you cannot forget the accounting piece.

    2 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  18. Description field used as job number entry line

    Please add the Description field from Contact page (suggestion: field is used as job number) to work orders, reports, production boards so that when that field is used as the job number, it can be added to those reports to easily view the job number or customer name.

    1 vote
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  19. Ability to create a photo report

    Users should have the ability to create a report for photos uploaded.

    7 votes
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    1 comment  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  20. Assignee column on invoice and budget reports

    I would like to be able to filter my invoice and budget reports by assignee so I can see how much revenue and profitability each project manager is making.

    9 votes
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