Dashboard & Reports
101 results found
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Commission reports
When running commission reports we want to be able to take off any unused overhead from a project so the sales rep isn't overpaid.
2 votesClosing out due to age of request, that it was fixed, or that it won't be implemented. Cleaning up our votes to make sure we are focusing on the greatest impact.
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Make changes to records from report
I would like to make changes to my original record (contact/job, etc) from the actual custom report instead of having to edit the original record
1 voteClosing out due to age of request, that it was fixed, or that it won't be implemented. Cleaning up our votes to make sure we are focusing on the greatest impact.
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customer type in invoice and estimate reports
when creating an estimate and invoice report, having customer types (residential vs commercial) is essential to the types of stats we want to keep track of.
1 voteClosing out due to age of request, that it was fixed, or that it won't be implemented. Cleaning up our votes to make sure we are focusing on the greatest impact.
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Filter a specific Vendor "Item" on an Estimate Report
We want to know if we got quoted with a certain vendor of ours. Our vendors typically have price increases and we would like to look to pull all the clients we quoted with a specific Vendor "Item". So we can inform of the price increase, etc. It would be great if it would be possible to create a report based on items used in an estimate.
1 voteClosing out due to age of request, that it was fixed, or that it won't be implemented. Cleaning up our votes to make sure we are focusing on the greatest impact.
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Attachment Report
Would like to generate a report that lists all attachments
2 votesMerged with other ideas, fixed, or declined.
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Improve street address line filter
Be able to just put a street name into a filter and have it pull all jobs on that street name that are paid and closed or just filter a street name without a status is fine too.
2 votesVery specific use case that has not been widely requested
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Movable Custom Reports Function
Would like to be able to change the position of reports once they are created. As of now your order is limited to when you put them in. For instance If I wanted to label my positions 1-10, If I added 8 before 3, my reports would be out of order.
Thank you.
3 votesClosing out due to age of request, that it was fixed, or that it won't be implemented. Cleaning up our votes to make sure we are focusing on the greatest impact.
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Sort reports by Stage
I want to be able to sort my custom Contact/Job reports by stage. I can filter, but I can't sort.
1 voteMerged with other ideas, fixed, or declined.
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Page view, Contact view report count
A way to pull a report on a users viewing activity. When a page has been viewed. Also, when a Contact has been viewed and by whom.
1 voteMerged with other ideas, fixed, or declined.
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"or" filters in reports
I have a report that I would like to have an "or" filter on. Basically it would pull contacts created between two dates OR between two other dates. These are two separate date fields, so I would like to be able to specify "and" or "or" between different types of filters.
1 voteMerged with other ideas, fixed, or declined.
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A way for reports to be sent to Google drive?
My thought is that if I can send multiple reports to google sheets, then I can have my key info be able to sent to a main page with all of my KPI's on it.
2 votesClosing out due to age of request, that it was fixed, or that it won't be implemented. Cleaning up our votes to make sure we are focusing on the greatest impact.
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Include Estimate count in Sales Pipelie
I want to be able to see the number of estimates created within a given time along with the total dollar amount
2 votesClosing out due to age of request, that it was fixed, or that it won't be implemented. Cleaning up our votes to make sure we are focusing on the greatest impact.
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Add an option to a Jjob report to view a related contacts email
A way to pull the Primary Contact's Email into a Job Report. Have an option such as "Related email" under the "Add Column" section.
1 voteMerged with other ideas, fixed, or declined.
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Show invoice balance for each contact on contact reports
Implement a contact report that has the option to show the invoice balance for each contact.
3 votesMerged with other ideas, fixed, or declined.
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View more than 10 rows on reports
Sometimes you just need to pull up a report and see everything on one page. It's inconvenient to have to try and guess which page info is on when you should be able to see everything on page.
1 voteMerged with other ideas, fixed, or declined.
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1 vote
Merged with other ideas, fixed, or declined.
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Payment Report filter for Workflow Type
The ability to filter payment reports by workflow type of the parent contact or job.
5 votesClosing out due to age of request, that it was fixed, or that it won't be implemented. Cleaning up our votes to make sure we are focusing on the greatest impact.
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Updated By" Filter on Activity Reports
In Activity reports, create an "Updated by" Filter. Currently when someone creates a note, you can see who created the note in the activity report but someone can go in and edit that note (as long as they have the right access) and it wont show up in the activity report.
1 voteMerged with other ideas, fixed, or declined.
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Report to know what clients have paid the most (total) this year and also which clients we did the most jobs (invoices) for.
I would like to pull a report to know what clients have paid the most (total) this year and also which clients we did the most jobs (invoices) for. This would be extremely useful to have in the future.
2 votesMerged with other ideas, fixed, or declined.
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System Activity Report
User is looking for a cycle time report to see how long it takes each individual job through their pipeline. He can see system activity under the contact but that cannot be pulled in via a report.
4 votesClosing out due to age of request, that it was fixed, or that it won't be implemented. Cleaning up our votes to make sure we are focusing on the greatest impact.
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