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Dashboard & Reports

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174 results found

  1. 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.

    14 votes

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  2. Pull a report that allows you to see email activity - Opened Emails, Bounced Emails, Etc.

    I would like to have the ability to pull reports that shows the status of client emails. We have tons of clients in the system and automated emails. We would like to pull a report to see which clients have opened them, not opened, or bounced in order to follow up accordingly.

    12 votes

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  3. 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.

    12 votes

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    Viewed  ·  2 comments  ·  Admin →
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  4. Commissions/Budget Report (Needs Column Customization Options)

    I need the option to create a commissions report with options to customize columns, as I would with a contact report.

    Currently, on the "commission" or "budget" reports, it does not allow me to add custom field options to identify who the lead setter was who sold the job and who the sales rep was that sold it. Additionally, the commissions report is lacking the back end calculation that the budget does as well.

    We would like to streamline this process so that we can avoid human error.

    11 votes

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  5. Automated Reporting

    wanting to add a feature for automated reporting where someone can set (for themselves or on behalf of other users) a certain report to kick out at a desired interval via file (PDF, Excel, etc.).

    10 votes

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  6. Custom Report Filter for "Date Stage Changed"

    The ability to filter reports by the date stage changed like the date status changed filter does.

    9 votes

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  7. Sales Pipeline Report - Filters and Graphs

    I wish I could do more in the sales pipeline report. It's a great quick snapshot, but in order to get the view I want, I have to export and manually do reporting in Excel with pivot tables. Would like to be able to add all sorts of filters, similar to how we can build custom reports, but more robust, with the ability to add graphs, and to only show top line data, not client level.

    9 votes

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    Viewed  ·  1 comment  ·  Sales Reports  ·  Admin →
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  8. Invoices instead of Estimates in Insights Data

    I want the sales data in Insights to be based off of invoices and not estimates.

    8 votes

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  9. Better Sales Reports

    We need to be able to run better sales reports. Closing radio and NSLI are important metrics that are missing from the reports feature.

    8 votes

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  10. products and Services

    It would be nice to be able to export our Products & Services to Excel or to be able to print a report of all to more easily review and update as needed.

    8 votes

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  11. 8 votes

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    1 comment  ·  Admin →
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  12. Choose between Invoice data and Estimate data on Sales Dashboard

    We'd like data on the Sales Dashboard to come from the total of the invoice rather than the estimate, because the two are rarely the same and we can glean much more useful and actionable business intelligence from the former.

    8 votes

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    0 comments  ·  Dashboard  ·  Admin →
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  13. Customize Custom reports

    Have more formatting tools to customize custom reports. I want to be able to highlight rows/columns and even color code the lists as well.

    7 votes

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  14. Invoices with Insights

    Include invoices as a filter with Insights

    6 votes

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  15. Materials vs Labor budget report

    It would be great if I could get a report showing Material costs vs Labor costs based on budgets.

    6 votes

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  16. PIE CHARTS

    We need PIE CHARTS!! To see sales and invoices and leads. to see it at a glace in color codes would be AWESOME and make our life easier. You already have the ability to make these reports but to see them in color at a glance would be awesome.

    6 votes

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  17. 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

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  18. Have the option to bulk edit Work Orders

    Need to make the bulk edit option available for Work Orders.

    6 votes

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  19. 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

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    0 comments  ·  Dashboard  ·  Admin →
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  20. 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

    6 votes

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