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Dashboard & Reports

91 results found

  1. Job completed by Year Reporting

    I am trying to create a custom job report of jobs 'completed' during a specific year, let's call it 2023. In our workflows we put the 'Stage' of the job. When a job is closed in our workflow the stage is marked as 'Complete'. I would love to be able to create a report to show how many jobs were timestamped by JN as 'complete' during 2023. Then I could further filter it out by Job type (siding, roofing, windows, etc.) in order to see how many of each we completed that year.

    I understand you can look at 'completed…

    1 vote

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    0 comments  ·  Custom Reports  ·  Admin →
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  2. Improved Filters for Classic Reports

    I want to have a report that shows all the invoices for a job that can be filtered by tags. Currently, I can't see all invoices (only most recent) on a job report, but if I run an invoice report then I can't filter by tag. I also cannot filter by the tag in Insights. This is very important for me to be able to have accurate, accessible data.

    1 vote

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  3. Task Report with Contact Info

    I would like to be able to create a task report that includes the customer's address so that I can provide a list of tasks to the subcontractor and have them know where to go for each one.

    1 vote

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  4. Report Showing Where We've Worked

    I wanted to know if there is a way to take the data from the system and see where we have worked over the last 3 years. I'm looking to map our data.

    1 vote

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  5. Filter Invoice Report By Design Template

    I would like to be able to filter invoice reports by the design template that was used to create them.

    1 vote

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  6. Ability to check whether a form was filled out

    Ability to check when forms are being filled out - Or to show whether or not a form was filled out

    1 vote

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  7. Update Start Date Filter on Job Report

    When creating a Job report in Classic Reports, I set the start date to be between 10/01/23 and 10/31/23. When doing so, none of the jobs that start on 10/31/23 show up. Changing it to 11/1/23 will then allow the 10/31/23 jobs to show. It's only showing jobs literally between those dates, and not including those dates. Can we get this updated to include those dates as well?

    1 vote

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  8. Allow most recent note to be a column

    Allow most recent notes to be added as a column - specifically for when calling old leads

    1 vote

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  9. Please make reports more usable.

    Currently to look at budgeted expenses paid , invoiced and payments separate reports are required and to be merged in excel. Allow the reports to be built from scratch with the various components. A simple report such as Client Name, Address, Budget expenses, Invoiced amount and Payment amount would be so beneficial!

    1 vote

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  10. Work Order Totals on Reports

    It is imperative that I am able to run a report that shows all the current work order price totals and the grand total. When I create a work order, that work order is added to on a daily basis until the job is complete. Many jobs last for several days or weeks, or even months. I need to know the value of all those open work orders, and the easiest way is to have them show in a report just like the invoice reports. I have so much pending income in work orders, yet I have no way of…

    1 vote

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  11. Report to view activity on a report

    A way to track activity on a report such as who edited the report and what changes they made.

    1 vote

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  12. Ability to filter by who created the lead between JN and QB

    Example: "We have leads created by employees and by QuickBooks (past jobs from newly active customers). Because of this we have leads/jobs created by Quickbooks that are included in the Insights report and sales dashboard with no way to filter them out. It’s a pain but at least in Classic Reports I can add a filter to only give me records created by each employee which leaves off the QuickBooks created jobs/leads."

    2 votes

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  13. Have "OR" logic for Board Filters

    It would be nice to have the ability to filter boards with "AND" but also "OR" logic.

    1 vote

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  14. Need a report that shows each commission breakdown by job, NOT by total commission per related contacts.

    Need to be able to filter all reports by job and/or contact, especially: budget and invoices. Essentially, the budget page we see in an individual but a report of it for ALL jobs.

    1 vote

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  15. The ability change the way that reports are ordered / organized

    Example: We have an "Open Jobs Report" with all of our different job status' for currently open jobs. The issue is, in order to use this report; we have to constantly scroll up and down throughout the page because we can't put the job status' in the proper order on the report. They can only be alphabetically ordered.

    I've attached a picture for a better explanation.

    We would like to see

    -Tear off in progress
    -Tear off complete
    -Materials delivered
    -ect.

    all in order!

    4 votes

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  16. Deleted Payments on the activity report

    It would be very nice to have the ability to see deleted payments on a custom activity report.

    2 votes

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  17. A way to flip through the material orders with the arrow keys on the Material orders report

    A way to flip through material order in the report without having to click on each individual one (without having to go back to the report)

    A way to flip through the material orders with the arrow keys

    2 votes

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  18. Pull American Institute of Architects reports

    The ability to pull American Institute of Architects reports.

    1 vote

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  19. Real Time Google Sheets Sync

    I wish my data could sync in real time with Google Sheets. That way I could create automated metrics that combine data from QuickBooks, JN, and my GPS tracking. Right now we are tracking manually and it's time consuming.

    14 votes

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  20. Full Individual Job Report

    I want to be able to click in a job and produce a job report of just that job that shows all notes, estimates, invoices and payments for that job. It would also be good to be able to see at least the titles and/or counts of any documents or attachments uploaded to that job. It would be REALLY great to be able to see the overview of the job from Lead to Paid. Does something like this exist?

    4 votes

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