Currently it seems like some tasks that are created are not showing up in the built-in Tasks list in the dashboard. It would be nice to have all of those show up!

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.

We usually have multiple estimates under a job, using a couple to work up numbers which are then rolled into one estimate which actually get sent to the customer. This renders the Jobs/Sales pipelines useless, because it pulls in estimates which were created last, but which were just in-house tools. Would be super nice to be able to view the pipeline based on ESTIMATE STATUS instead of just most recent estimate.

Because contact status cannot be automated to change based on invoice status, the very real possibility exists to send out automated late notices based upon pending payment status in a contact when the payment has already been made. Fully functional automation should allow the communication of one record with another. Short of that, the ability to make a custom report that can pull both the customers status as well as the invoice status into the same report would knock out about ten mouse clicks per payment and contact.

Currently when using any custom report created in Jobnimbus. If you select to filter the report by date created and then quarter it is not currently working. When selected on quarter 2 information for quarter 1 is appearing.

The ability to collapse details within a budget report and still show each row calculation.

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...

When selecting the filter "Created By" it only gives the options to add users. There is no way to filter the report to show records created by integrations such as QuickBooks.

Currently the column of tags can not be grouped in reports. I would really like this functionality!

Would like Limited Access Users to only be able to see their assigned contacts information populate on a Commissions Report. Right now, when you create a commissions report, limited access users can see all contacts on the report. Whether they are assigned to the user or not.

The "Most Recent Estimate" and "Most Recent Invoice" columns are based off of totals, which includes sales tax. Since business don't realize sales tax as revenue, this can be misleading and give bad data when using them for reporting. Adding a subtotal column in the contact report and other reports that can use the "Most Recent" columns will really help improve reporting accuracy.

I would love to see some formatting options offered: bold, indenting, colors, etc. so that I could make my dashboard notes more visual.

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

For example: We want to know on average how long jobs are staying in QC Inspection status.

Right now, I can report on the jobs specifically in that status, but I want a way for even if they are not in the status currently.

Basically the length of time between status changes. (Which I know you can see when you go into a job's system activity - but I want to run a report on this).

It would be great if you could add a column in the work order report to see the "cost" and "price" totals for each work order. Then we could print a report that calculates the total for the work order report for budgeting.

I need the Recent Activity section to be either expandable so it's more visible/easier to read or be able to add it under the main Dashboard so I can see it like a live feed or what's going on. It would also be great if filters could be applied to it.

Would like to bulk edit any type of information for a custom report. I.E., if doing a custom contact report. All of the fields that do not make a customer unique should be bulk editable. Currently you can edit the assignee, sales rep, status, and type of contact. But you can't edit bulk edit things like the location or the lead source.

I would like to be able to save a report with my groupings closed and just open the specific ones I want to look at.

I had a report I was working with at the end of the month, and it changed over a few hours early, probably because it was working on the wrong time zone. This was pretty frustrating, could it be fixed?