Dashboard & Reports
132 results found
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Full Screen Insights
It appears that this is already partially built out? We would like to have the sales leaderboard fullscreen so we can put it on a TV for our sales reps so they can see how they are doing in real time
1 vote -
Automated/Scheduled Reports
Hello JobNimbus Team,
I’d like to formally request a feature for automated, scheduled report emails within JobNimbus.
Currently, reports must be manually exported on a recurring basis. Having the ability to schedule reports to be automatically generated and emailed (daily, weekly, or monthly) would greatly improve efficiency and reduce manual workload for our team. This would be especially valuable for operational, sales, and financial reporting that needs to be reviewed consistently.
We understand this feature may not be available at the moment, but we wanted to submit our request for consideration, as it would significantly enhance reporting workflows for many…
1 vote -
Reports
When I edit a job from a report and save it, JN takes me to the job. It would be better if, after saving, it took me back to the report like before. That way I can continue reviewing and quickly editing what I need from that specific report.
1 vote -
NSE Estimate Creator in Reports
We create Estimate reports and want to track any issues to the creator of that record. When creating Estimate Reports in Classic Reports, only the Legacy Estimates show who created the estimate, you are not able to track who created the SumoQuote Estimates.
1 vote -
On Job Card - Dominant placement - Job Color Primary
On Job Cards have a dominantly positioned box to enter primary job color. Make this item searchable. Example: In customer file we enter the roof color. It can be standing seam or shingles or any color really. In the search box have it pull up any color that matches letters in search box. CT Weathered Wood LM Pro - Green Standing Seam Etc. We get calls all the time for can you show us a few roofs locally you did in this color from our prospective customers. It would be nice to be able to search this and pull up…
1 vote -
UI Change for Home/Dashboard
It would be really nice to have a UI change for the home/dashboard page. Probably like a combination of the Insights and current Dashboard.
2 votes -
Split Related Records to "Contact" and "Job" Columns in Invoice Report
Want to be able to create an invoice report to filter by either contact or job and have them be separate columns within the report
1 vote -
Overhead Calculation Needed
The prior system allowed us to enter expenses to be used when calculating job profit and cost automatically for every job. These will be used on all jobs. I see the setting is still there, however the new dashboard does not account for any company overhead. This is causing commissions to be over paid, with no company overhead!! The only work around is to add a line item manually. This should be an automated option
1 vote -
export reports to excel with correct formatting for numbers, zip, etc. Numbers aren't seen as numbers by Excel.
export reports to excel with correct formatting for numbers, zip, etc. Numbers aren't seen as numbers by Excel when exported they are treated as text
2 votes -
Pinning your favorites to the top of the dashboard doesn't stay.
You have the option to pin favorites on your dashboard but it doesn't stay once you click something else. I have to do it every single time which is pointless.
1 vote -
Save Column Organization when Drilling Down on Insights
When I drill down data from a category such as "This year: Sold" I can control the columns of type of data I see by deleting ones I dont want and adding ones I do. But every time I do this the next time I go to the data the original settings have been reverted. This is a problem. It should save the settings I create and not revert back. It should do that for every category as each category will have different relative data to review and sort by
3 votes -
Columns in Classic Reports with Contacts
We need to have reporting capabilities back for reporting on the Sales Rep field in Contact Reports. We use the Sales Rep field on Contacts to assign a POC in their office for anytime that Contact calls in.
I should be able to build out Columns from any field that is on a Contact so that my reporting is accurate. Excluding certain fields on the report is causing frustration and extra work for my team
11 votes -
Insights-add Time to Close
In the JN Insights raw data we have the date of the lead and also the date the job closed. I would like to figure out an average for us on how long it takes to close a job. This would help new sales people not to be frustrated when it takes a while for steady sales to start coming in. It would provide training opportunities on how to create urgency during the sales process. An average for each sales person plus company wide would tell us if someone is out of line and an average time to close by…
1 vote -
Lazy scroll
Lazy Scroll is terrible. Is there anyway not to have the lazy scroll through the boards?
1 vote -
Limit users to see specific Insights Reports
We'd like our sales reps to be able to see the sales dashboard in Insights, but we don't want them to have access to all of the insights data. For example, even though in Access Profiles they don't have permission to view profit tracker, if we give them insights access they can still see profit tracker in insights.
2 votes -
profit tracker automation
there should be a way to either automatically pull the signed estimate over to the profit tracker when a contract or job hits a designated status, or run a report of which jobs in certain statuses already have a profit tracker assigned to it. (this way, job costing doesnt get swept under the rug)
1 vote -
Exporting commissions from Profit Tracker module
there needs to be a way to report on and export commissions by "date created" or "date paid" when entered into the new Profit Tracker module. this would help when running payroll. it looks like the groundwork for this is set up since there is a space to enter the date under the commissions log inside the Profit Tracker, just needs to be successfully filtered and exportable when viewing in the dashboard
2 votes -
Exporting commissions from Profit Tracker module
there needs to be a way to report on and export commissions by "date created" or "date paid" when entered into the new Profit Tracker module. this would help when running payroll. it looks like the groundwork for this is set up since there is a space to enter the date under the commissions log inside the Profit Tracker, just needs to be successfully filtered and exportable when viewing in the dashboard
1 vote -
Payment Statuses in Payments Classic Reports
This would be very helpful for finding payments that did not fully go through.
1 vote -
"Contact" not an option in customization of Work Order list report.
The Work Order list report does not allow a Contact Name column. Work Orders are used to route service calls, estimate requests, repair requests, etc. The only way to add a Contact Name is to create a custom work order field and re-enter the contact's name manually, which is inefficient.
1 vote
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