JobNimbus Feedback

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  1. Lead Time Reporting

    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.

    10 votes

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    Viewed  ·  0 comments  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  2. Report to know what clients have paid the most (total) this year and also which clients we did the most jobs (invoices) for.

    I would like to pull a report to know what clients have paid the most (total) this year and also which clients we did the most jobs (invoices) for. This would be extremely useful to have in the future.

    2 votes

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    0 comments  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  3. 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.

    2 votes

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    0 comments  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  4. 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

    2 votes

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    0 comments  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  5. A way for reports to be sent to Google drive?

    My thought is that if I can send multiple reports to google sheets, then I can have my key info be able to sent to a main page with all of my KPI's on it.

    1 vote

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    0 comments  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  6. Ability to add "days in status" to an estimate report

    We'd like to have the option to have a column that tells us how long an estimate has been open, rather than just adding a count at the bottom of the report.

    1 vote

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    0 comments  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  7. Have the option to bulk edit Work Orders

    Need to make the bulk edit option available for Work Orders.

    1 vote

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    0 comments  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  8. Payment Report Filter for a specific status

    The ability to filter payment reports by a specific status type.

    1 vote

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  9. 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

    1 vote

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    0 comments  ·  Dashboard  ·  Flag idea as inappropriate…  ·  Admin →
  10. Show invoice balance for each contact on contact reports

    Implement a contact report that has the option to show the invoice balance for each contact.

    2 votes

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    Viewed  ·  0 comments  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  11. Include Estimate count in Sales Pipelie

    I want to be able to see the number of estimates created within a given time along with the total dollar amount

    1 vote

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    0 comments  ·  Pipeline Reports  ·  Flag idea as inappropriate…  ·  Admin →
  12. 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.

    3 votes

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  13. Accounts Receivable

    Need to be able to utilize the invoice feature under financials that we not only see the total revenue but also what is still outstanding per project.

    1 vote

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  14. Note Filters- When entering sequences of text, have filter locate the text match.

    Customer would like to be able to have a searchable feature in reports. An example, when using a filter, if they search for a sequence, then it should be able to find the text match in the string.

    3 votes

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    0 comments  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  15. System Activity Report

    User is looking for a cycle time report to see how long it takes each individual job through their pipeline. He can see system activity under the contact but that cannot be pulled in via a report.

    3 votes

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  16. Merge Saved Reports

    Would like a way to merge reports such as a budget report and a job report to make one report that can be used.

    4 votes

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    0 comments  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  17. Payment Report filter for Workflow Type

    The ability to filter payment reports by workflow type of the parent contact or job.

    3 votes

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    0 comments  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  18. Add Column- "Assigned to" in an Invoice report

    Be able to have the option to add a column, to display who an invoice got assigned to, in a custom Invoice report.

    1 vote

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    0 comments  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  19. 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.

    1 vote

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    0 comments  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  20. Movable Custom Reports Function

    Would like to be able to change the position of reports once they are created. As of now your order is limited to when you put them in. For instance If I wanted to label my positions 1-10, If I added 8 before 3, my reports would be out of order.

    Thank you.

    1 vote

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    0 comments  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
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