Dashboard & Reports
91 results found
-
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.
4 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.
13 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 -
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 -
Pull American Institute of Architects reports
The ability to pull American Institute of Architects reports.
1 vote -
Ability to combine report types into one.
Ability to combine reports types into one would be very helpful.
4 votes -
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.
8 votes -
Searching by signature date in Doc. report
Ability to filter a document report by signature status and date like the estimates report. Currently, the signature filter is not setup to detect fully signed documents dates. The report blanks out no matter what date range you set it to. It would be great to use this filter to find date signatures using the new signature feature.
2 votes -
Grouped Reports - Collapsing Groups
When I have a report grouped with calculations, when I collapse the grouped area, it doesn't retain the calculations. It removes the totals & sums applied such as on an invoice report. I would like to be able to retain that information so that it is easier to view without all of the scrolling.
2 votes -
naturalForms fitler for reports
Add a field on reports for "Sent to natural forms" or something similar to easily track what information was used on naturalForms docs.
1 vote -
TO GET REPORT FROM CUSTOM NOTE TYPE
We created a Note type "Production Notes".
Tried to create a WO report to pull only those notes, and filtered using the "TYPE" column, selected the custom type to be the only one pulled, but the code did not recognize the list of type that we have. It's pulling different names of activity types.
2 votes -
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.
7 votes -
"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.
4 votes -
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.
16 votes -
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?
3 votes -
Have the option to bulk edit Work Orders
Need to make the bulk edit option available for Work Orders.
7 votes -
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.
6 votes -
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
3 votes -
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.
3 votes -
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
7 votes
- Don't see your idea?