JobNimbus Feedback

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Dashboard & Reports

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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. Job pipeline report based on estimate status

    We usually have multiple estimates under a job, using a couple to work up numbers which are then rolled into one estimate which actually get sent to the customer. This renders the Jobs/Sales pipelines useless, because it pulls in estimates which were created last, but which were just in-house tools. Would be super nice to be able to view the pipeline based on ESTIMATE STATUS instead of just most recent estimate.

    13 votes
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    Viewed  ·  2 comments  ·  Pipeline Reports  ·  Flag idea as inappropriate…  ·  Admin →
  3. Formatting

    I would love to see some formatting options offered: bold, indenting, colors, etc. so that I could make my dashboard notes more visual.

    1 vote
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    0 comments  ·  Dashboard  ·  Flag idea as inappropriate…  ·  Admin →
  4. Ability to create a photo report

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

    3 votes
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    0 comments  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  5. 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 →
  6. Ability to expand the Recent Activity section or move to the main Dashboard view

    I need the Recent Activity section to be either expandable so it's more visible/easier to read or be able to add it under the main Dashboard so I can see it like a live feed or what's going on. It would also be great if filters could be applied to it.

    1 vote
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    0 comments  ·  Dashboard  ·  Flag idea as inappropriate…  ·  Admin →
  7. 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 →
  8. 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 →
  9. 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 →
  10. 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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    0 comments  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  11. 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 →
  12. 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 →
  13. More Robust Activty/Deletion Report

    We recently had an email template deleted, and it can't be retrieved like some record types can. We would like the ability to "undelete" templates, or at the very least, have a record available in an activity report about when it was deleted and by who.

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  14. 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 →
  15. 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 →
  16. 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 →
  17. Next or previous button inside a contact board

    When in a specific board and clicking on the first contact in that status, it sure would be great to have a next or previous button. That way you don't have to go out to the board and back into the next contact. It would help my office staff work their boards more easily.

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  18. 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 →
  19. Notifactions

    We need notification area where someone has emailed you get a notification on phone and job nimbus desktop. I can touch base more with a phone call.

    3 votes
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    0 comments  ·  Dashboard  ·  Flag idea as inappropriate…  ·  Admin →
  20. Accounts Receivables 30/60/90

    I think it would be great if we were able to run a 30/60/90 day report. This will greatly help us keep track of our delinquencies. Plus, in Minnesota, we have to file liens before the 120 day mark or we lose all lien rights. I wish the reports weren't so clunky.

    2 votes
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    0 comments  ·  Sales Reports  ·  Flag idea as inappropriate…  ·  Admin →
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