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JobNimbus Feedback

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How can we give you the reports you need?

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2 results found

  1. Sales Rep Commission Reports

    Would be nice if I could run a report for Sales rep based off Budgets, job status type (reps only get paid commission on jobs once deposit received, and final commission when job is paid and closed). Taking into consideration payment on invoice and a $0 balance. Also would be nice to be able to run a report to show jobs with unpaid commissions to see all jobs that a rep is still owed commissions on.

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    0 comments  ·  Production Reports  ·  Admin →
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  2. Pre-populating fields when creating a report

    Reports using filters based on Job Fields should pre-populate the Job Fields that were entered. You should not have to manually type in each field you have already entered when you created them. See pictures- first one is what I see when I try to make the report (staircase already there because I manually typed). Second picture shows all of the different types of "scope of work" that we have entered (list is not completed). It is a hassle to manually type in each one to the report (and has to be identical to the way it is written on…

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    0 comments  ·  Production Reports  ·  Admin →
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