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Dashboard & Reports

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174 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.

    2 votes

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  2. search

    Partial search in list status. Currently I have to type the exact name of the status for the item I want added as a list in the board. I should be able to type any part of the text in the status name and it display a list of statuses that match.

    1 vote

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    0 comments  ·  Dashboard  ·  Admin →
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  3. cmcguire@edgerailandscreen.com

    It would be nice to run an estimate report and a city report combined. it would also be nice for the sales dashboards to match the estimate approved/invoiced reports. Our totals are completely different from report to the dashboard.

    1 vote

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    0 comments  ·  Sales Reports  ·  Admin →
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  4. 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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  5. 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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  6. 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

    2 votes

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  7. 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.

    12 votes

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  8. 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.

    3 votes

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  9. 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

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  10. 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

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  11. Pull American Institute of Architects reports

    The ability to pull American Institute of Architects reports.

    1 vote

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  12. 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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  13. Ability to combine report types into one.

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

    4 votes

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  14. 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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  15. 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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  16. 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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  17. 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

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  18. Free style hand-signature available in mobile app but not in desktop version?

    If we send a doc to be e-signed, when the signer open it at their end, they can only "type" their names (on separate note: the spelling NEEDS to match how their name spelling was entered in the contact page - another glitch), but if we open the doc in the mobile app and hand the device to the customer, the signer CAN do e-sign free style hand signature using their finger.
    Which is weird, because that can only happen when we are in the same room with the signer, because the only people who have the mobile app are…

    2 votes

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  19. 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

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  20. 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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