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JobNimbus Feedback

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174 results found

  1. "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.

    4 votes

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  2. Lead Time Reporting

    I would like to be able to generate a report that tracks the amount of time it takes for a contact/job to go thru a Workflow from Lead to Paid and Closed. That will allow us to track how quickly we can complete a job.

    16 votes

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    Viewed  ·  1 comment  ·  Custom Reports  ·  Admin →
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  3. 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?

    3 votes

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  4. Status Report

    We'd like a way to create a report that tells us all the jobs that were in a status during a particular time frame. Currently the only workaround to this issue is to create an activity report with parent workflow filters that tell you jobs that moved into the status during a time frame. Not all jobs in the status.

    6 votes

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  5. 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 votes

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  6. Have the option to bulk edit Work Orders

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

    6 votes

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  7. More consistency with the sales dashboard

    The sales dashboard doesn't align with what I can pull up in my contact reports. We need these to be easier to customize and we need more consistency with the filters and usability of these.

    5 votes

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    0 comments  ·  Dashboard  ·  Admin →
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  8. View Past statuses in reports

    I want to be able to pull up past statuses contacts/jobs have been thru even if they're no longer in that status

    3 votes

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  9. Report Folders

    Allow reports to be placed together in a folder or category -- for example, I would like to have a MONTHLY folder in which I can store all my monthly reports, or a WEEKLY Folder that stores all the weekly reports, a SALES folder that stores the sales reports, etc - instead of having 100 reports listed on the same report screen that you have to scroll through

    6 votes

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    0 comments  ·  Dashboard  ·  Admin →
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  10. Filter invoice report by contact status

    Create the ability to make a custom report for invoices with a filter for contact status so I can filter the contacts in that status to see amount paid, balance due, etc.

    3 votes

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  11. 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 vote

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  12. Free range reports

    Be able to make any kind of customized report being able to include contact and job information. Including invoice amounts, Contact information, Job numbers, etc. Full free range of reports

    6 votes

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  13. Custom Report Filter for "Date Stage Changed"

    The ability to filter reports by the date stage changed like the date status changed filter does.

    9 votes

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  14. 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 vote

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    0 comments  ·  Admin →
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  15. Custom Report for both Contacts AND Jobs

    I would like to create a custom report to be able to pull all our contacts AND jobs into an Excel spreadsheet with ALL the information we have gathered thus far. Currently, I have to download 2 reports, one for the contacts and one for the jobs.  Then I have to figure out how to merge the two files into one.

    5 votes

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  16. 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 vote

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  17. Attachment Report

    Would like to generate a report that lists all attachments

    2 votes

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  18. Better Lead Reports

    We're trying to create a report that tells us all leads that came in last year and how many of those ended up in the paid & closed status. I can't find a great way to do this with my custom reports.

    2 votes

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  19. Report Including Budget and Lead Sources

    I need to generate a report in which I can cross reference different status with budget and lead sources.

    Ideally I want to see how much revenue I generated for different status we have set up, specifically for each one of our sources.

    3 votes

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  20. 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 votes

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