Dashboard & Reports
54 results found
-
Add "Date Estimate Signed" Filter for Estimates
We need to know the date that the estimate is signed on the Classic Report for Estimates. This is a must and was in SumoQuote. It is an easy way to filter for the jobs that have been approved/signed on and for us to filter for a certain time period for those records. WIthout this specific filter, the report isn't helpful. "date status change" field doesn't always show that the estimate was signed and/or approved, so that filter is not reliable. We need JobNimbus to be easy to track data on like SumoQuote was.
7 votes -
Columns in Classic Reports with Contacts
We need to have reporting capabilities back for reporting on the Sales Rep field in Contact Reports. We use the Sales Rep field on Contacts to assign a POC in their office for anytime that Contact calls in.
I should be able to build out Columns from any field that is on a Contact so that my reporting is accurate. Excluding certain fields on the report is causing frustration and extra work for my team
11 votes -
Classic Report Filter for Template Type
Ability to create a report based on Template Type, or template used in Estimate, Work Order, and Material Orders.
1 vote -
Automated/Scheduled Reports
Hello JobNimbus Team,
I’d like to formally request a feature for automated, scheduled report emails within JobNimbus.
Currently, reports must be manually exported on a recurring basis. Having the ability to schedule reports to be automatically generated and emailed (daily, weekly, or monthly) would greatly improve efficiency and reduce manual workload for our team. This would be especially valuable for operational, sales, and financial reporting that needs to be reviewed consistently.
We understand this feature may not be available at the moment, but we wanted to submit our request for consideration, as it would significantly enhance reporting workflows for many…
1 vote -
Reports
When I edit a job from a report and save it, JN takes me to the job. It would be better if, after saving, it took me back to the report like before. That way I can continue reviewing and quickly editing what I need from that specific report.
1 vote -
NSE Estimate Creator in Reports
We create Estimate reports and want to track any issues to the creator of that record. When creating Estimate Reports in Classic Reports, only the Legacy Estimates show who created the estimate, you are not able to track who created the SumoQuote Estimates.
1 vote -
Split Related Records to "Contact" and "Job" Columns in Invoice Report
Want to be able to create an invoice report to filter by either contact or job and have them be separate columns within the report
1 vote -
Combined Custom Reports
JobNimbus needs to have the functionality to create custom reports. As an admin, I need to be able to run a report that shows each customer, job status, any work or material orders created and their status, invoice balance, date of last update and by whom. Currently I have to run several individual reports to get this information. I understand having separate reports pull from its designated section within the software, but there should be an option for a report to pull any data from within a single job. This is VERY important for administrative reporting.
4 votes -
Report filter for the user who marked a task as complete (or incomplete)
Management wants to be able to easily see who completed tasks of a specific nature. For instance, we have tasks automatically created for our reps to follow up with old clients. We want to be able to see how many follow up tasks each rep checked off.
10 votes -
Payment Statuses in Payments Classic Reports
This would be very helpful for finding payments that did not fully go through.
1 vote -
"Contact" not an option in customization of Work Order list report.
The Work Order list report does not allow a Contact Name column. Work Orders are used to route service calls, estimate requests, repair requests, etc. The only way to add a Contact Name is to create a custom work order field and re-enter the contact's name manually, which is inefficient.
1 vote -
When pulling reports, it would be great if the format could be kept in the different tiers. Either pdf or kept Excel format would be nice.
It would be awesome if the reports could keep the same formatting either through exporting to a pdf document, or into Excel (while keeping all of the same type of formatting with the different tiers).
2 votes -
Favorites
Add a favorite button for the reports most used in classic reports by each user. Save time sorting through everyone else's reports.
2 votes -
I need an "ASSIGNED TO" filter for invoice reports.
I can not filter my claims per PA the claim is assigned to see amount invoiced per PA. I need to be able to run this report ASAP. and the only way to do this is to make "assigned to" available in the filter and columns. Sales Rep doesn't help, as the same rep is on all claims.
1 vote -
Adding the Branch custom field to an insights report or Class which is not a custom field
Hello, we have a custom field for Branches within a location. We would like to add the custom field "Branch" to a Workflow insights report. Please advise. Or have a column "Class" added to the Workflow insights report. Thanks.
3 votes -
Classic reports, filter by estimate type
The ability to pull reports for the type of estimate that was created. Examples being: full/half roof, roof repair, etc
1 vote -
Markup Amounts (not Percent) in Reporting
The markup column in invoice reports currently gives a percentage, not a total dollars amount. at the moment the best workaround is to export the report and run a calculation
2 votes -
Activity Report - Contains Filter for Note Field
Previously, reports would allow you to pull an activity report and then apply a contains filter to the note field. Please reinstate this functionality.
1 vote -
Automated Report Exporting in Classic Reports
wanting to add a feature for automated reporting where someone can set (for themselves or on behalf of other users) a certain report to kick out at a desired interval via file (PDF, Excel, etc.).
17 votes -
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.
15 votes
- Don't see your idea?