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JobNimbus Feedback

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Dashboard & Reports

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178 results found

  1. An indication that the sales rep is inactive from the sales reps drop down in sales dashboard

    It would be great if there was some time of indication on the sales dashboard that the sales rep is inactive from the sales rep selection. I have 3 reps with the same name and 2 of them are inactive, yet all 3 of them still show in the drop-down selection

    3 votes

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    0 comments  ·  Dashboard  ·  Admin →
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  2. have clean dates export from reports to excel

    When exporting a report that contains a date column to an excel or csv, it does not export this column as a clean date. Currently customer needs to configure the column through a formula to get a clean date.

    1 vote

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  3. Access to the database for inquires

    To have some sort of access to the database that is the backend for the reporting in JobNimbus. Have an option to query it from JobNimbus (or the related backend).

    1 vote

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  4. 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 vote

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  5. Budget Report Filtered by Trades

    We should be able to pull a budget (profitability report) filtered by the trade.
    I don't have a way of seeing how my different trades are performing.
    Ex: roofing,windows, siding....

    3 votes

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  6. 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 vote

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  7. Report Filter for Email Type.

    The ability to filter a report by the type of email their customers have. (Gmail, yahoo, etc.)

    1 vote

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  8. 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 votes

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  9. Automate Status of customer based on Invoice amount

    You can automate a customer status changin upon Invoice due amount being zero.

    1 vote

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    0 comments  ·  Custom Reports  ·  Admin →
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  10. 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 vote

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  11. Break down invoice reports

    Be able to see specifics on material costs and payments.

    1 vote

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  12. Built in reports- make custom fields reportable

    Have custom fields reportable on the built in reports.

    1 vote

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  13. 3 votes

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  14. reports

    Needing to track average ticket and closing rates and making it more user friendly

    3 votes

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  15. 1 vote

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  16. Total Percent and Percent Of Calculations

    Add Calculations : Percents in JobNimbus Reporting

    1 vote

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  17. 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 vote

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    0 comments  ·  Custom Reports  ·  Admin →
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  18. Tagged Notes appear on Dashboard

    Any notes that my name is tagged in to show up on my dashboard

    4 votes

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    1 comment  ·  Admin →
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  19. Choose between Invoice data and Estimate data on Sales Dashboard

    We'd like data on the Sales Dashboard to come from the total of the invoice rather than the estimate, because the two are rarely the same and we can glean much more useful and actionable business intelligence from the former.

    8 votes

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    0 comments  ·  Dashboard  ·  Admin →
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  20. 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 votes

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