Dashboard & Reports
87 results found
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Filter Invoice Report By Design Template
I would like to be able to filter invoice reports by the design template that was used to create them.
1 vote -
Ability to check whether a form was filled out
Ability to check when forms are being filled out - Or to show whether or not a form was filled out
1 vote -
Update Start Date Filter on Job Report
When creating a Job report in Classic Reports, I set the start date to be between 10/01/23 and 10/31/23. When doing so, none of the jobs that start on 10/31/23 show up. Changing it to 11/1/23 will then allow the 10/31/23 jobs to show. It's only showing jobs literally between those dates, and not including those dates. Can we get this updated to include those dates as well?
1 vote -
Allow most recent note to be a column
Allow most recent notes to be added as a column - specifically for when calling old leads
1 vote -
Please make reports more usable.
Currently to look at budgeted expenses paid , invoiced and payments separate reports are required and to be merged in excel. Allow the reports to be built from scratch with the various components. A simple report such as Client Name, Address, Budget expenses, Invoiced amount and Payment amount would be so beneficial!
1 vote -
Real Time Google Sheets Sync
I wish my data could sync in real time with Google Sheets. That way I could create automated metrics that combine data from QuickBooks, JN, and my GPS tracking. Right now we are tracking manually and it's time consuming.
14 votes -
Ability to filter by who created the lead between JN and QB
Example: "We have leads created by employees and by QuickBooks (past jobs from newly active customers). Because of this we have leads/jobs created by Quickbooks that are included in the Insights report and sales dashboard with no way to filter them out. It’s a pain but at least in Classic Reports I can add a filter to only give me records created by each employee which leaves off the QuickBooks created jobs/leads."
2 votes -
Work Order Totals on Reports
It is imperative that I am able to run a report that shows all the current work order price totals and the grand total. When I create a work order, that work order is added to on a daily basis until the job is complete. Many jobs last for several days or weeks, or even months. I need to know the value of all those open work orders, and the easiest way is to have them show in a report just like the invoice reports. I have so much pending income in work orders, yet I have no way of…
1 vote -
Report to view activity on a report
A way to track activity on a report such as who edited the report and what changes they made.
1 vote -
Have "OR" logic for Board Filters
It would be nice to have the ability to filter boards with "AND" but also "OR" logic.
1 vote -
The ability change the way that reports are ordered / organized
Example: We have an "Open Jobs Report" with all of our different job status' for currently open jobs. The issue is, in order to use this report; we have to constantly scroll up and down throughout the page because we can't put the job status' in the proper order on the report. They can only be alphabetically ordered.
I've attached a picture for a better explanation.
We would like to see
-Tear off in progress
-Tear off complete
-Materials delivered
-ect.all in order!
3 votes -
PIE CHARTS
We need PIE CHARTS!! To see sales and invoices and leads. to see it at a glace in color codes would be AWESOME and make our life easier. You already have the ability to make these reports but to see them in color at a glance would be awesome.
6 votes -
Need a report that shows each commission breakdown by job, NOT by total commission per related contacts.
Need to be able to filter all reports by job and/or contact, especially: budget and invoices. Essentially, the budget page we see in an individual but a report of it for ALL jobs.
1 vote -
Deleted Payments on the activity report
It would be very nice to have the ability to see deleted payments on a custom activity report.
2 votes -
Full Individual Job Report
I want to be able to click in a job and produce a job report of just that job that shows all notes, estimates, invoices and payments for that job. It would also be good to be able to see at least the titles and/or counts of any documents or attachments uploaded to that job. It would be REALLY great to be able to see the overview of the job from Lead to Paid. Does something like this exist?
4 votes -
A way to flip through the material orders with the arrow keys on the Material orders report
A way to flip through material order in the report without having to click on each individual one (without having to go back to the report)
A way to flip through the material orders with the arrow keys
2 votes -
Ability to create line item report
Please include the ability to report on line items. This would be helpful when trying to track work order items that have been completed since it would be exportable to Excel or Csv.
3 votes -
Clickable Board Titles
It would be great to be able to click on the board title and get a list of the jobs in that status so that we can easily see everyone in that status and export/print the list. If we could still click on a job that would be great too. I am constantly trying to build reports for this but it would be SUCH a major time saver if we could just click on the board titles.
3 votes -
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.
11 votes -
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.
4 votes
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