Dashboard & Reports
178 results found
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1 vote
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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 -
Updated By" Filter on Activity Reports
In Activity reports, create an "Updated by" Filter. Currently when someone creates a note, you can see who created the note in the activity report but someone can go in and edit that note (as long as they have the right access) and it wont show up in the activity report.
1 vote -
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 -
A way for reports to be sent to Google drive?
My thought is that if I can send multiple reports to google sheets, then I can have my key info be able to sent to a main page with all of my KPI's on it.
2 votes -
Ability to add "days in status" to an estimate report
We'd like to have the option to have a column that tells us how long an estimate has been open, rather than just adding a count at the bottom of the report.
1 vote -
Have the option to bulk edit Work Orders
Need to make the bulk edit option available for Work Orders.
7 votes -
Payment Report Filter for a specific status
The ability to filter payment reports by a specific status type.
1 vote -
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
6 votes -
Include Estimate count in Sales Pipelie
I want to be able to see the number of estimates created within a given time along with the total dollar amount
2 votes -
Accounts Receivable
Need to be able to utilize the invoice feature under financials that we not only see the total revenue but also what is still outstanding per project.
1 vote -
Report to know what clients have paid the most (total) this year and also which clients we did the most jobs (invoices) for.
I would like to pull a report to know what clients have paid the most (total) this year and also which clients we did the most jobs (invoices) for. This would be extremely useful to have in the future.
2 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 -
Add Column- "Assigned to" in an Invoice report
Be able to have the option to add a column, to display who an invoice got assigned to, in a custom Invoice report.
1 vote -
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 -
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 -
Movable Custom Reports Function
Would like to be able to change the position of reports once they are created. As of now your order is limited to when you put them in. For instance If I wanted to label my positions 1-10, If I added 8 before 3, my reports would be out of order.
Thank you.
3 votes -
1 vote
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Add the address as a filter option in a payment report
I customized a payment report that I filter out for my sales rep. I need to added the customer's address. I want to create mail outs to the customers who have paid. Currently, the only option is to manually enter each job number to create labels. To have the address as a filter option, would be helpful in our day to day workflow.
2 votes -
Show invoice balance for each contact on contact reports
Implement a contact report that has the option to show the invoice balance for each contact.
3 votes
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