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91 results found

  1. Filter invoice report by contact status

    Create the ability to make a custom report for invoices with a filter for contact status so I can filter the contacts in that status to see amount paid, balance due, etc.

    4 votes

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  2. Report for a specific status at a specific time frame

    I would like the ability to create a custom report so I can see any of my contacts who have moved through a certain status in a specific time frame. This would help us to know how many of our jobs were sold.

    3 votes

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  3. Pull a report that allows you to see email activity - Opened Emails, Bounced Emails, Etc.

    I would like to have the ability to pull reports that shows the status of client emails. We have tons of clients in the system and automated emails. We would like to pull a report to see which clients have opened them, not opened, or bounced in order to follow up accordingly.

    14 votes

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  4. products and Services

    It would be nice to be able to export our Products & Services to Excel or to be able to print a report of all to more easily review and update as needed.

    8 votes

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  5. Customize Custom reports

    Have more formatting tools to customize custom reports. I want to be able to highlight rows/columns and even color code the lists as well.

    7 votes

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  6. More consistency with the sales dashboard

    The sales dashboard doesn't align with what I can pull up in my contact reports. We need these to be easier to customize and we need more consistency with the filters and usability of these.

    5 votes

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    0 comments  ·  Dashboard  ·  Admin →
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  7. Status Report

    We'd like a way to create a report that tells us all the jobs that were in a status during a particular time frame. Currently the only workaround to this issue is to create an activity report with parent workflow filters that tell you jobs that moved into the status during a time frame. Not all jobs in the status.

    6 votes

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  8. Have the option to bulk edit Work Orders

    Need to make the bulk edit option available for Work Orders.

    9 votes

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  9. Report Folders

    Allow reports to be placed together in a folder or category -- for example, I would like to have a MONTHLY folder in which I can store all my monthly reports, or a WEEKLY Folder that stores all the weekly reports, a SALES folder that stores the sales reports, etc - instead of having 100 reports listed on the same report screen that you have to scroll through

    7 votes

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    0 comments  ·  Dashboard  ·  Admin →
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  10. Report Including Budget and Lead Sources

    I need to generate a report in which I can cross reference different status with budget and lead sources.

    Ideally I want to see how much revenue I generated for different status we have set up, specifically for each one of our sources.

    4 votes

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  11. Custom Report for both Contacts AND Jobs

    I would like to create a custom report to be able to pull all our contacts AND jobs into an Excel spreadsheet with ALL the information we have gathered thus far. Currently, I have to download 2 reports, one for the contacts and one for the jobs.  Then I have to figure out how to merge the two files into one.

    5 votes

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  12. Free range reports

    Be able to make any kind of customized report being able to include contact and job information. Including invoice amounts, Contact information, Job numbers, etc. Full free range of reports

    7 votes

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  13. Report for activity updates.

    The ability to pull a report for when the sales rep is updated on a contact.

    2 votes

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  14. 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.

    16 votes

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    Viewed  ·  1 comment  ·  Custom Reports  ·  Admin →
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  15. Be able to track email replies in a report

    Customer would like a way to be able to track which clients have replied to his emails through a report. Currently you can filter by activity type, but does not appear to have a column or additional filtering for reply as the status.

    6 votes

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  16. Custom Report Filter for "Date Stage Changed"

    The ability to filter reports by the date stage changed like the date status changed filter does.

    10 votes

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  17. Ability to limit access to custom reports.

    Wants to ability to change the access to the custom reports so people are not able to view certain types of reports that are created.

    5 votes

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  18. 8 votes

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    1 comment  ·  Admin →
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  19. 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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  20. 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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