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JobNimbus Feedback

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Dashboard & Reports

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How can we give you the reports you need?

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105 results found

  1. Report/List for @mentions

    I want to make a report that shows the places where I am tagged in the @name option for a note.

    30 votes

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    Viewed  ·  7 comments  ·  Admin →
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  2. Merge Reports - Estimates and Invoices

    Would love to see the following improved with reports...
    - Ability to report on estimates and invoices together (currently I need to run them separately then do a vlookup to link)

    -Include additional customer level data on the estimate/invoice reporting, particularly customer status.

    -Exporting - any numbers are exported as text fields, and if it's a currency field, it also exports the dollar sign. Which means I need to remove all the $ signs and convert each into a number so I can sum the numbers.

    Thanks!

    17 votes

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    1 comment  ·  Admin →
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    Viewed  ·  AdminJobNimbus (Product Manager, JobNimbus) responded

    Would you be able to submit these as individual requests? Let’s use the first one for this (I’ll update this ticket after you submit the other two) and do individual requests for the other two. That will help us gauge and engage each individually.

    Thank you!

  3. Scheduled and emailed reports

    For example you can create a report and have it run and emailed to a desired email every Friday

    32 votes

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    Viewed  ·  5 comments  ·  Admin →
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  4. Duplicate Report/Save Report As

    Ability to take a custom report and save as or duplicate, that way if you want a similar report with some of the same filters and columns you can easily make it without having to create a report from scratch.

    Replicate a report or copy report.

    29 votes

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    4 comments  ·  Admin →
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  5. Dashboard - Calendar

    26 votes

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    2 comments  ·  Dashboard  ·  Admin →
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