JobNimbus Feedback

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Dashboard & Reports

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  1. Pull a report that allows you to see email activity - Opened Emails, Bounced Emails, Etc.

    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.

    4 votes

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  2. Customize Custom reports

    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.

    4 votes

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  3. Saved reports editing access for non-admin users

    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?

    2 votes

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  4. Changing Pages on Reports

    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.

    1 vote

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  5. 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.

    11 votes

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  6. Make changes to records from report

    I would like to make changes to my original record (contact/job, etc) from the actual custom report instead of having to edit the original record

    1 vote

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  7. Ability to combine report types into one.

    Ability to combine reports types into one would be very helpful.

    1 vote

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  8. View Past statuses in reports

    I want to be able to pull up past statuses contacts/jobs have been thru even if they're no longer in that status

    2 votes

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  9. Status Report

    We'd like a way to create a report that tells us all the jobs that were in a status during a particular time frame. Currently the only workaround to this issue is to create an activity report with parent workflow filters that tell you jobs that moved into the status during a time frame. Not all jobs in the status.

    3 votes

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  10. Filter a specific Vendor "Item" on an Estimate Report

    We want to know if we got quoted with a certain vendor of ours. Our vendors typically have price increases and we would like to look to pull all the clients we quoted with a specific Vendor "Item". So we can inform of the price increase, etc. It would be great if it would be possible to create a report based on items used in an estimate.

    1 vote

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  11. Custom Report Filter for "Date Stage Changed"

    The ability to filter reports by the date stage changed like the date status changed filter does.

    7 votes

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  12. 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.

    3 votes

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  13. 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

    4 votes

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  14. "Signature Status" column in document reports

    In the documents on a contact there is a "Signature Status" column, but there's not a good way to track that in a document report. I wish it was a simple column we could add and filter by.

    1 vote

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  15. 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.

    3 votes

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  16. Sort reports by Stage

    I want to be able to sort my custom Contact/Job reports by stage. I can filter, but I can't sort.

    1 vote

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  17. Page view, Contact view report count

    A way to pull a report on a users viewing activity. When a page has been viewed. Also, when a Contact has been viewed and by whom.

    1 vote

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  18. "or" filters in reports

    I have a report that I would like to have an "or" filter on. Basically it would pull contacts created between two dates OR between two other dates. These are two separate date fields, so I would like to be able to specify "and" or "or" between different types of filters.

    1 vote

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  19. Filter invoice report by contact status

    Create the ability to make a custom report for invoices with a filter for contact status so I can filter the contacts in that status to see amount paid, balance due, etc.

    1 vote

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  20. products and Services

    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.

    1 vote

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