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JobNimbus Feedback

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Dashboard & Reports

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91 results found

  1. More customization on Dashboard View

    User would like more options to customize the dashboard. Currently, he can choose what features of the dashboard are visible, however, he cannot control how they are displayed. User would like a simple feature, such as being able to sort his tasks on the dashboard with the newest tasks on top. User is aware that he could use a custom report but does not want to lose the ability to check off tasks from the dashboard.

    15 votes

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    Viewed  ·  1 comment  ·  Dashboard  ·  Admin →
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  2. 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.

    15 votes

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    Viewed  ·  2 comments  ·  Pipeline Reports  ·  Admin →
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  3. 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.

    14 votes

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  4. 14 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.).

    12 votes

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    1 comment  ·  Admin →
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  6. 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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  7. 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.

    11 votes

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  8. Option to share a report with only one specific employee

    We want to be able to build a commission report by sales rep and then be able to share it to only that sales rep. Right now there is only the option to share it to everyone, admins, or to the person who creates the report.

    11 votes

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  9. Custom Report Filter for "Date Stage Changed"

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

    10 votes

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  10. Have the option to bulk edit Work Orders

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

    9 votes

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  11. 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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  12. 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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  13. 8 votes

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    1 comment  ·  Admin →
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  14. The ability to have cross reporting in JobNimbus.

    The ability to have cross reporting in JobNimbus.

    7 votes

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  15. 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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  16. 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

    7 votes

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    0 comments  ·  Dashboard  ·  Admin →
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  17. 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

    7 votes

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  18. Take financials tab off contact page, keep in job only

    To keep records from being entered under customer contacts and not in the appropriate job, option to remove financial tab from contact when jobs are enabled

    6 votes

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  19. Invoices with Insights

    Include invoices as a filter with Insights

    6 votes

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  20. 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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