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).

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

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.

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!

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

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

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.

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?

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.

When evaluating products & services it is important to review the numbers on which products/services were successful or not. Can we please have reports that allow us to search based on Item names/descriptions?

For example: We frequently have customers call and ask for examples of our work. It would be great if we can search all completed jobs/work orders for a specific item that ties into what they are interested in doing.

Alternatively, we can see what products are being sold most often and which items may not be worth our while to continue offering.

Thanks!

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!

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.

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.

For example: We want to know on average how long jobs are staying in QC Inspection status.

Right now, I can report on the jobs specifically in that status, but I want a way for even if they are not in the status currently.

Basically the length of time between status changes. (Which I know you can see when you go into a job's system activity - but I want to run a report on this).

Would like to bulk edit any type of information for a custom report. I.E., if doing a custom contact report. All of the fields that do not make a customer unique should be bulk editable. Currently you can edit the assignee, sales rep, status, and type of contact. But you can't edit bulk edit things like the location or the lead source.

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.

I would like to be able to filter my invoice and budget reports by assignee so I can see how much revenue and profitability each project manager is making.

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