Dashboard & Reports
111 results found
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Report Breakdown From Sales Dashboard
It would be amazing if you could click on the reports on the sales dashboard and have it take you to a report of all of the items that make up the graph you're looking at. For example- you look at a sales reps numbers on the revenue leaderboard and if you click on the bar for that sales rep it shows a report of all of the customers included in that number.
It would be helpful if this feature applied to all of the graphs on the sales dashboard.
5 votes -
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 -
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.
8 votes -
Reporting around uploaded documents.
The ability to pull reports on uploaded documents. Such as when uploaded, and by whom.
5 votes -
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.
4 votes -
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.
13 votes -
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 -
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?
5 votes -
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 -
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…
6 votes -
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 -
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.
5 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.
14 votes -
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 -
Ability to combine report types into one.
Ability to combine reports types into one would be very helpful.
4 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 -
Have the option to bulk edit Work Orders
Need to make the bulk edit option available for Work Orders.
10 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.
5 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?
4 votes
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