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JobNimbus Feedback

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Dashboard & Reports

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91 results found

  1. Deleted Payments on the activity report

    It would be very nice to have the ability to see deleted payments on a custom activity report.

    4 votes

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  2. Reporting around uploaded documents.

    The ability to pull reports on uploaded documents. Such as when uploaded, and by whom.

    5 votes

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  3. 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

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  4. Option to share a report with only one specific employee

    We want to be able to build a commission report by sales rep and then be able to share it to only that sales rep. Right now there is only the option to share it to everyone, admins, or to the person who creates the report.

    11 votes

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  5. 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

    3 votes

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  6. Add columns for full address, email and phone in reports

    Add columns for full address, email and phone numbers in separate columns of their own instead of having them in one column

    3 votes

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  7. 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.

    5 votes

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  8. 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

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  9. Other team member's emails as pull down menu from email feature

    99.99% outgoing email, we want to include our team members in the correspondence. If they are not assigned to the job, we have to type their email address manually.

    Can we please have our team member's emails as a list in a pull down menu from email feature so we do not have to type them manually each time. They do not need to be included as "Assigned member" (so they do not get tagged in every single communication) but if a supervisor or manager level needs to be included, it'd be nice to be able to cc or bcc…

    5 votes

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  10. Signature date column

    The signature date column is added on the report feature but does not read anything because the contact or job when a document is signed the status shows as signed but there is no space to record the date for when the signature was signed or completed.

    2 votes

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  11. 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.

    4 votes

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  12. 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.

    14 votes

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  13. NOTES ENTERED IN WORK ORDER OR OTHER SUB SECTIONS, THE NOTIFICATION DOESN'T SHOW THE JOB/CONTACT INFO

    If we leave a note and tag a member or self, the tagged members will have a notification at their email (if the user selected that option), the message in the notification will only show the WO / Estimate / Invoice numbers, it does not have any related contact nor job info.

    So to know what job or contact the note related to, we have to click the blue note link.

    Not efficient.

    3 votes

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  14. Ability to combine report types into one.

    Ability to combine reports types into one would be very helpful.

    4 votes

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  15. 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

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  16. 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

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  17. 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

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  18. 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

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  19. Have the option to bulk edit Work Orders

    Need to make the bulk edit option available for Work Orders.

    9 votes

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  20. Report for a specific status at a specific time frame

    I would like the ability to create a custom report so I can see any of my contacts who have moved through a certain status in a specific time frame. This would help us to know how many of our jobs were sold.

    3 votes

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