Dashboard & Reports
11 results found
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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.
17 votes -
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.
15 votes -
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 -
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.
17 votes -
Most Recent Note column in Reports
At present, reports can include Most Recent Invoice, Estimate, etc. Can you please most recent Note as a column? It would help to create a report that we can see most recent note in activity.
16 votesThis would be great, thanks for submitting this idea!
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Reports on Products & Services
When evaluating products & services it is important to review the numbers on which products/services were successful or not. Can we please have reports that allow us to search based on Item names/descriptions?
For example: We frequently have customers call and ask for examples of our work. It would be great if we can search all completed jobs/work orders for a specific item that ties into what they are interested in doing.
Alternatively, we can see what products are being sold most often and which items may not be worth our while to continue offering.
Thanks!
37 votes -
Filter by empty fields
If it's currently not possible to require selected built-in Contact Fields, it would be helpful to run reports with a filter for empty fields so we can have a report that shows all contacts missing that field. One or the other would be very helpful, both would be extremely helpful. At this point the only way to do that is to manually add a tag to each contact, for example "Missing Lead Source." This is a very time-consuming process.
12 votes -
Report/List for @mentions
I want to make a report that shows the places where I am tagged in the @name option for a note.
30 votes -
Sales Pipeline Report - Filters and Graphs
I wish I could do more in the sales pipeline report. It's a great quick snapshot, but in order to get the view I want, I have to export and manually do reporting in Excel with pivot tables. Would like to be able to add all sorts of filters, similar to how we can build custom reports, but more robust, with the ability to add graphs, and to only show top line data, not client level.
9 votes -
Merge Reports - Estimates and Invoices
Would love to see the following improved with reports...
- Ability to report on estimates and invoices together (currently I need to run them separately then do a vlookup to link)-Include additional customer level data on the estimate/invoice reporting, particularly customer status.
-Exporting - any numbers are exported as text fields, and if it's a currency field, it also exports the dollar sign. Which means I need to remove all the $ signs and convert each into a number so I can sum the numbers.
Thanks!
17 votesWould you be able to submit these as individual requests? Let’s use the first one for this (I’ll update this ticket after you submit the other two) and do individual requests for the other two. That will help us gauge and engage each individually.
Thank you!
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Scheduled and emailed reports
For example you can create a report and have it run and emailed to a desired email every Friday
32 votes
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