JobNimbus Feedback

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Please only include one suggestion per post. While we can't respond to every suggestion, we are committed to reviewing every suggestion individually.

Dashboard & Reports

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  1. Print-Friendly Reports / Export to PDF

    Once a report has been run, there needs to be a 'print all' button that generates a single printable webpage that contains all of the results in the report. For example. if the report had 322 records in the result set, the print version webpage should have 322 records in it and when printed, look formatted for A4 page(s).

    58 votes
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    Viewed  ·  15 comments  ·  Flag idea as inappropriate…  ·  Admin →
  2. Inter-Related Reports / Deep Reporting

    For example, I wish I could create an invoice report and filter it by the contacts "job status".

    • Email Address on Job reports
    • Contact number on Job report
    • Job number(s) on Contact report
    • Contact/Job Type Filter on Estimate & Invoice reports
    • Job Status on Task Report

    32 votes
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    Viewed  ·  27 comments  ·  Flag idea as inappropriate…  ·  Admin →
  3. Dashboards for KPIs

    It is hard to explain because JobNimbus uses the "term" differently then I am accustomed to. But I will give it a shot.

    I would like to see the ability to build KPI dashboards. Much like the graph that is displayed in the "jobs" or "sales" built in report. But being able to edit them.

    Currently we are having to look into a company like geckoboard for KPI display in our sales office because we cannot customize reports in a displayable manner.

    See attached picture. Having this function would be really great!

    22 votes
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    3 comments  ·  Flag idea as inappropriate…  ·  Admin →

    This is where we’ve always wanted to be with our Dashboard, but many of the graphics and other elements have been de-prioritized when compared to other features.

    This is a big effort but one that we wholly endorse and will be working to get this implemented into our web and mobile apps as soon as we can!

    Stay tuned for more updates!

  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.

    20 votes
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    4 comments  ·  Flag idea as inappropriate…  ·  Admin →
  5. 17 votes
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    1 comment  ·  Dashboard  ·  Flag idea as inappropriate…  ·  Admin →
  6. Lead Source Report - Revenue Drilldown

    I would love to have the ability to show revenue from a lead source. We have many lead sources and I would like to track that information for referrals as well as to see which lead sources are the most valuable.

    15 votes
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    Viewed  ·  1 comment  ·  Sales Reports  ·  Flag idea as inappropriate…  ·  Admin →
  7. Scheduled and emailed reports

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

    14 votes
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    Viewed  ·  4 comments  ·  Flag idea as inappropriate…  ·  Admin →
  8. Sales Reports

    Reporting of current sales based on invoices that includes use of graphs or bar charts. I have a way of doing this by manually going through JobNimbus and pulling invoices every week and then entering them into Excel, but it is a VERY manual process and is costing a ton of time and money. If we had the reports in Job Nimbus it would be amazing.

    The alternative is to add a filter in the current report option to filter by date of last payment entry. This would allow me to run the report and then export to excel to…

    11 votes
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    2 comments  ·  Sales Reports  ·  Flag idea as inappropriate…  ·  Admin →

    Our Sales/Job Pipeline Report should be able to show you most of this information, including the drill-downs, based on invoices during a chosen date range. The one thing it can’t show right now is the month-to-month change at once, rather it will show each month individually as a given date range.

    Would the addition of seeing multiple months complete this feature request for you or is there something else we are missing from our current Sales Pipeline Report?

  9. 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.

    11 votes
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    Viewed  ·  5 comments  ·  Flag idea as inappropriate…  ·  Admin →
  10. Improvements to Reports (Charts & Graphs, reorder, etc)

    The UI for reporting is painful.

    Can we, for example -

    - Utilize the full screen real estate?
    - Be able to customize the reporting page? For example be able to reorder reports?
    - Can we customize the built-in reports?
    - Can we add graphs and charts in custom reports?

    11 votes
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    Viewed  ·  6 comments  ·  Flag idea as inappropriate…  ·  Admin →
  11. Improved Reporting

    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!

    11 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →

    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!

  12. Live Leaderboards

    Our team would like to be able to see each other's performance in real-time. Who has the most leads, closes, etc.

    9 votes
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    Viewed  ·  2 comments  ·  Sales Reports  ·  Flag idea as inappropriate…  ·  Admin →
  13. Job pipeline report based on estimate status

    We usually have multiple estimates under a job, using a couple to work up numbers which are then rolled into one estimate which actually get sent to the customer. This renders the Jobs/Sales pipelines useless, because it pulls in estimates which were created last, but which were just in-house tools. Would be super nice to be able to view the pipeline based on ESTIMATE STATUS instead of just most recent estimate.

    8 votes
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    Viewed  ·  0 comments  ·  Pipeline Reports  ·  Flag idea as inappropriate…  ·  Admin →
  14. Most Recent Note column in Reports

    At present, reports can include Most Recent Invoice, Estimate, etc. Can you please most recent Note as a column? It would help to create a report that we can see most recent note in activity.

    8 votes
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    4 comments  ·  Flag idea as inappropriate…  ·  Admin →
  15. Folders for Reports

    Report folder to categorize make a lot of reports easy to access.

    8 votes
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    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  16. Note(s) Column on Reports

    Be able to add to a report "last 2 notes" or "notes in the last week"

    8 votes
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    Viewed  ·  3 comments  ·  Flag idea as inappropriate…  ·  Admin →
  17. print report

    it seems crazy to me that JN has sch a robust report builder but they can not be printed. a few years ago, support told me that the world is going paperless. that is just not true. The ability to print reports is a weekly if not daily need. opening in excel sort of works but is super clunky and time consuming to format. I will also add that yes, some times, being able to move to excel is needed. Just not usually.

    7 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  18. Personalized Reports

    I would like to be able to personalize a report to show different options like in QB. I could choose re-roofs vs repairs, One Est to another. I would be able to choose different fields to view different reports.

    7 votes
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    Viewed  ·  1 comment  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  19. Filter by empty fields

    If it's currently not possible to require *selected* built-in Contact Fields, it would be helpful to run reports with a filter for empty fields so we can have a report that shows all contacts missing that field. One or the other would be very helpful, both would be extremely helpful. At this point the only way to do that is to manually add a tag to each contact, for example "Missing Lead Source." This is a very time-consuming process.

    7 votes
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    Viewed  ·  2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  20. Sales rep performance reports

    It would be nice to be able to create a report for Sales reps that showed certain performance metrics such as YTD Revenue, Total number of sales, Leads run, close rate, Average revenue, Gross profit, ect..

    As of now I have to create a bunch of different reports for each them put them all together and figure it out. Or create a report that shows everyone, then filter it down each time.

    Also, when I create such a report for a rep, it would be nice if I could duplicate that report for another rep. I create reports for each…

    6 votes
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    0 comments  ·  Sales Reports  ·  Flag idea as inappropriate…  ·  Admin →
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