Dashboard & Reports
101 results found
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Mass Edit/delete
After running a report, there should be a way to select multiple items/tasks/contacts (like a checkbox) then select mass edit/delete that will only effect those items.
1 voteMerged with other ideas, fixed, or declined.
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Report Printing and Report Emailing
Save a custom report as a PDF, so that it could be emailed to those on the team. Also, an option to be able to print the custom report.
1 voteMerged with other ideas, fixed, or declined.
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Report Filter for Email Type.
The ability to filter a report by the type of email their customers have. (Gmail, yahoo, etc.)
1 voteMerged with other ideas, fixed, or declined.
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Eagle View Reports
Would like the ability to filter the reports that get sent from Eagle View to JobNimbus We are using the eagelview integration and seeing three reports come into each file when we pull and eagleview. There is a "json" formate, a "property owner" and another one which I forgot. We neither need the json or property owner report but the longer one.
2 votesMerged with other ideas, fixed, or declined.
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Automate Status of customer based on Invoice amount
You can automate a customer status changin upon Invoice due amount being zero.
1 voteMerged with other ideas, fixed, or declined.
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export and print custom reports on reports homepage
I can export and print on a separate page but on the home page it only shows edit, duplicate, and delete.
1 voteMerged with other ideas, fixed, or declined.
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Break down invoice reports
Be able to see specifics on material costs and payments.
1 voteMerged with other ideas, fixed, or declined.
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Built in reports- make custom fields reportable
Have custom fields reportable on the built in reports.
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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Total Percent and Percent Of Calculations
Add Calculations : Percents in JobNimbus Reporting
1 voteMerged with other ideas, fixed, or declined.
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Bulk Update Paid Status on Budgets
It would be really nice if we could go in and bulk update the paid status in a custom budget report. For instance, I have custom reports set up for each salesperson and instead of going into each profile and clicking "paid", it would be nice if we could bulk update that from the report - and then also bulk update the status as well. It would save so much time.
1 voteMerged with other ideas, fixed, or declined.
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Dead space in dashboard reports
With new Update to Webapp there was a change to table spacing for reports in the dashboard. Now the reports look enlarged to fit in the table spacing of the report. The previous version was more condensed and easier to read. It would be helpful if this change was reverted or we had the options to set the sizing of the table to manipulate the view.
5 votesMerged with other ideas, fixed, or declined.
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Disable or hide sales dashboard via access profiles
We do not have a need for the sales dashboard that was recently added and would like the option to be able to disable this feature or filter its access by certain access profiles.
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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2 votes
Merged with other ideas, fixed, or declined.
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Freeze Rows/Columns in Reports
If it's possible could you lock the top bar where it shows the columns so that as we scroll down we can still see the labels?
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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Meta audit log
Meta audit log, to track changes in JN and who made the changes
2 votesMerged with other ideas, fixed, or declined.
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Adjust Column Height
It would be beneficial to have the option to adjust column height on reports & the dashboard.
2 votesMerged with other ideas, fixed, or declined.
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Bulk Edit Tasks to Mark as Incomplete
Since there is a way to bulk edit tasks and mark them all as complete, the customer is requesting a way to also be able to mark the tasks as incomplete in bulk.
1 voteMerged with other ideas, fixed, or declined.
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Sales Revenue Leaderboard
We would like to be able to change the sales revenue leaderboard to show estimate date instead of approved/invoiced estimates on the sales dashboard.
1 voteMerged with other ideas, fixed, or declined.
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Save Place On Page when Editing Dashboard
I have several different reports on my dashboard and often times I have to scroll down the page to find the one I want. If I edit one of the items in that particular dashboard (modify the description), I would like for the system to return me to that dashboard. Oftentimes, I have multiple items to update and each time I have to continue to scroll down again for each update.
1 voteMerged with other ideas, fixed, or declined.
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