Dashboard & Reports
103 results found
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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
8 votes -
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 -
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.
6 votes -
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
8 votes -
Report for activity updates.
The ability to pull a report for when the sales rep is updated on a contact.
2 votes -
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 -
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 -
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 -
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.
6 votes -
8 votes
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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 -
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 -
Export as PDF REPORT
We need option for PDF report
6 votes -
Tracking jobs, closing rates for company and per rep, average ticket
Making it more user friendly to run reports
3 votes -
reports
Needing to track average ticket and closing rates and making it more user friendly
3 votes -
Job Report should include approved estimates
In the Job Report, you currently have the option to include the amount of the last estimate. However, that isn't necessarily helpful if the last estimate is not the one that was approved. You should be able to include the total of ALL approved estimates in order to get some perspective on the value of the project. Thanks
2 votes -
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
2 votes -
Tagged Notes appear on Dashboard
Any notes that my name is tagged in to show up on my dashboard
5 votes -
Include Activity in Contact Report
Would like to have the option when exporting Contact list into CSV to include activity for Contacts as well.
5 votes -
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.
5 votes
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