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JobNimbus Feedback

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Dashboard & Reports

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174 results found

  1. 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 votes

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  2. Report columns for job type, service type, assigned...

    Add column options on the report to allow you to pull job type, service type, assigned to (PM) and subcontractor.

    3 votes

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  3. Meta audit log

    Meta audit log, to track changes in JN and who made the changes

    2 votes

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  4. Adjust Column Height

    It would be beneficial to have the option to adjust column height on reports & the dashboard.

    2 votes

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  5. 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 vote

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  6. 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 vote

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    0 comments  ·  Dashboard  ·  Admin →
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  7. 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 vote

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  8. 1 vote

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  9. Show Number of Tasks on Dashboard

    It would be beneficial to have a number of non-completed tasks shown on the dashboard. This would give customers a quick-view of how many actionable items they have to address each day when they login to JobNimbus.

    2 votes

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  10. Set a default display on the My Tasks dashboard report

    Would like to see the option to set the default for which Tasks are displayed on my dashboard

    1 vote

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    0 comments  ·  Dashboard  ·  Admin →
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  11. All Closing-Ratio Reports are highly inaccurate.

    ALL REPORTS HAVING ANYTHING TO DO WITH CLOSING RATIOS (THE NUMBER OF ESTIMATES PRESENTED, DIVIDED BY THE NUMBER OF THOSE ESTIMATES THAT TURNED INTO A SALE) ARE HIGHLY INACCURATE.

    Your current report formulas correctly count all the estimates presented within the specified date-range, BUT, and this is the crux of the matter: it only counts jobs which were signed-up or became jobs during that same date-range, and ignores the jobs that were signed-up after the specified date-range of the report, even though they were originally estimated within the specified date-range of the report.

    Most contractors, including my company, do a…

    6 votes

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  12. Ability to run Report on all jobs and how long they stayed in a certain status

    For example: We want to know on average how long jobs are staying in QC Inspection status.

    Right now, I can report on the jobs specifically in that status, but I want a way for even if they are not in the status currently.

    Basically the length of time between status changes. (Which I know you can see when you go into a job's system activity - but I want to run a report on this).

    21 votes

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  13. Partial searching in an Activity Report by note content

    Currently the filter for note contents will not allow for partial searching. The filter needs to have the entire contents of the note for it to populate in the report.

    This limits this filter quite a bit and does not allow for searching for specific words that show up in notes.

    4 votes

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  14. More Bulk Edit Options for Reporting

    Would like to bulk edit any type of information for a custom report. I.E., if doing a custom contact report. All of the fields that do not make a customer unique should be bulk editable. Currently you can edit the assignee, sales rep, status, and type of contact. But you can't edit bulk edit things like the location or the lead source.

    17 votes

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  15. More customization on Dashboard View

    User would like more options to customize the dashboard. Currently, he can choose what features of the dashboard are visible, however, he cannot control how they are displayed. User would like a simple feature, such as being able to sort his tasks on the dashboard with the newest tasks on top. User is aware that he could use a custom report but does not want to lose the ability to check off tasks from the dashboard.

    14 votes

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    Viewed  ·  1 comment  ·  Dashboard  ·  Admin →
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  16. Job pipeline report based on estimate status

    We usually have multiple estimates under a job, using a couple to work up numbers which are then rolled into one estimate which actually get sent to the customer. This renders the Jobs/Sales pipelines useless, because it pulls in estimates which were created last, but which were just in-house tools. Would be super nice to be able to view the pipeline based on ESTIMATE STATUS instead of just most recent estimate.

    15 votes

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    Viewed  ·  2 comments  ·  Pipeline Reports  ·  Admin →
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  17. Ability to Download all photos/documents without having to download per contact/job.

    Is there any kind of script the developers can run to generate all documents and images and put them in a folder to be download where I can http or ftp them.

    16 votes

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    Viewed  ·  0 comments  ·  Custom Reports  ·  Admin →
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  18. Expanded Grouping Options

    There are several columns that would be very useful to group by in reports that are currently unavailable as options. Especially relevant is grouping by Primary Contact on a Job report.

    2 votes

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  19. print report

    it seems crazy to me that JN has sch a robust report builder but they can not be printed. a few years ago, support told me that the world is going paperless. that is just not true. The ability to print reports is a weekly if not daily need. opening in excel sort of works but is super clunky and time consuming to format. I will also add that yes, some times, being able to move to excel is needed. Just not usually.

    17 votes

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    1 comment  ·  Admin →
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  20. Lead Source Report - Revenue Drilldown

    I would love to have the ability to show revenue from a lead source. We have many lead sources and I would like to track that information for referrals as well as to see which lead sources are the most valuable.

    27 votes

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