JobNimbus Feedback

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  1. 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.

    8 votes
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    0 comments  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  2. Ability to create a photo report

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

    3 votes
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  3. Ability to run Report on all jobs and how long they stayed in a certain status

    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).

    5 votes
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    0 comments  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  4. Reports filtering by quarter does not reflect quarters correctly

    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.

    1 vote
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    0 comments  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  5. Be able to save reports with "Groupings" closed

    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.

    1 vote
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    0 comments  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  6. Reports Paying Attention to My Timezone

    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?

    1 vote
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    0 comments  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  7. Reports filter with "or" logic

    setup a filter so the conditions are "OR" verse "AND" as a default. For example, I want to see all data in the next 7 days from two different dates fields.

    1 vote
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  8. I need to generate a .CSV or Excel file for a single contact so I can insert field statistics into another excel spreadsheet.


    • Create a custom report and narrow down to a Single contact.

    • Generate CSV or excel file to incorporate into my spreadsheets or any other program I use.

    • Allows me to generate specialized repetitive reports.

    • This will void out me manually inputting info to generate multiple repetitive doc's simultaneously.

    OR alternatively
    * Allow me to create a customizable csv file with the ability to choose fields of my choice directly from open contact.

    1 vote
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    0 comments  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  9. Work Order Reports - Cost amount

    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.

    4 votes
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    0 comments  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  10. More Bulk Edit Options for Reporting

    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.

    5 votes
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    0 comments  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  11. Partial searching in an Activity Report by note content

    Currently the filter for note contents will not allow for partial searching. The filter needs to have the entire contents of the note for it to populate in the report.

    This limits this filter quite a bit and does not allow for searching for specific words that show up in notes.

    1 vote
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    0 comments  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  12. Sort invoice reports by balance

    Currently you are unable to sort an Invoice report by the balance column. This seems like it would be the most important column to sort by.

    2 votes
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    0 comments  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  13. A way to identify what team member created a custom report

    I would like there to be a way to identify which user created what report under 'my saved reports'

    1 vote
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    0 comments  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  14. Filter Option for Task Type or Attachment Type

    It would be helpful to have a Filter Option for Task Type or Attachment Type

    1 vote
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    0 comments  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  15. Activity report for attachments

    A way to run an activity report for attachments uploaded/deleted

    2 votes
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    0 comments  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  16. Filter Invoice Report by Related Contacts Address

    Ability to filter Invoice Reports by the related contacts location.

    1 vote
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  17. Expanded Grouping Options

    There are several columns that would be very useful to group by in reports that are currently unavailable as options. Especially relevant is grouping by Primary Contact on a Job report.

    1 vote
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  18. Report Totals (all)

    For all:

    Please provide running totals at the bottom of the reports. I currently have to total them as a sum in excel.

    2 votes
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    Viewed  ·  0 comments  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  19. Ability to Download all photos/documents without having to download per contact/job.

    Is there any kind of script the developers can run to generate all documents and images and put them in a folder to be download where I can http or ftp them.

    3 votes
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    Viewed  ·  0 comments  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  20. Days since Start date or Invoice date

    I have a custom report that shows Start date and Invoice Date (custom field not QuickBooks) of a job. I would like to be able to add a column that tracks how many days since start date and how many days since invoice date. I currently export the report to excel, add the additional columns and type in the days formula. I would love to be able to see this without having to download and adjust the report every time.

    3 votes
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    Viewed  ·  1 comment  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
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