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173 results found

  1. 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 vote

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  2. 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 vote

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  3. "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 vote

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  4. 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 votes

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  5. Be able to track email replies in a report

    Customer would like a way to be able to track which clients have replied to his emails through a report. Currently you can filter by activity type, but does not appear to have a column or additional filtering for reply as the status.

    6 votes

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  6. 8 votes

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    1 comment  ·  Admin →
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  7. 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 votes

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  8. 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 vote

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  9. Ability to limit access to custom reports.

    Wants to ability to change the access to the custom reports so people are not able to view certain types of reports that are created.

    5 votes

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  10. 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 votes

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    Viewed  ·  0 comments  ·  Custom Reports  ·  Admin →
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  11. 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 vote

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    0 comments  ·  Custom Reports  ·  Admin →
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  12. 1 vote

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  13. Payment Report filter for Workflow Type

    The ability to filter payment reports by workflow type of the parent contact or job.

    5 votes

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  14. 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 vote

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  15. 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 votes

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  16. 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 votes

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  17. Add the address as a filter option in a payment report

    I customized a payment report that I filter out for my sales rep. I need to added the customer's address. I want to create mail outs to the customers who have paid. Currently, the only option is to manually enter each job number to create labels. To have the address as a filter option, would be helpful in our day to day workflow.

    2 votes

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  18. Ability to add "days in status" to an estimate report

    We'd like to have the option to have a column that tells us how long an estimate has been open, rather than just adding a count at the bottom of the report.

    1 vote

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  19. Payment Report Filter for a specific status

    The ability to filter payment reports by a specific status type.

    1 vote

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  20. Accounts Receivable

    Need to be able to utilize the invoice feature under financials that we not only see the total revenue but also what is still outstanding per project.

    1 vote

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