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JobNimbus Feedback

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Dashboard & Reports

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174 results found

  1. Be able to track email replies in a report

    Customer would like a way to be able to track which clients have replied to his emails through a report. Currently you can filter by activity type, but does not appear to have a column or additional filtering for reply as the status.

    6 votes

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  2. Export as PDF REPORT

    We need option for PDF report

    6 votes

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  3. All Closing-Ratio Reports are highly inaccurate.

    ALL REPORTS HAVING ANYTHING TO DO WITH CLOSING RATIOS (THE NUMBER OF ESTIMATES PRESENTED, DIVIDED BY THE NUMBER OF THOSE ESTIMATES THAT TURNED INTO A SALE) ARE HIGHLY INACCURATE.

    Your current report formulas correctly count all the estimates presented within the specified date-range, BUT, and this is the crux of the matter: it only counts jobs which were signed-up or became jobs during that same date-range, and ignores the jobs that were signed-up after the specified date-range of the report, even though they were originally estimated within the specified date-range of the report.

    Most contractors, including my company, do a…

    6 votes

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  4. Common fields to link reports

    I would like to combine data included in multiple reports but currently cannot do so without a lot of manual manipulation. For example, I would like to analyze timing of customer payments by pulling both a payment report and an invoice report, however there is no common field to combine the two reports. The "related" field is almost the same, however changes slightly depending on the report.

    5 votes

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  5. Other team member's emails as pull down menu from email feature

    99.99% outgoing email, we want to include our team members in the correspondence. If they are not assigned to the job, we have to type their email address manually.

    Can we please have our team member's emails as a list in a pull down menu from email feature so we do not have to type them manually each time. They do not need to be included as "Assigned member" (so they do not get tagged in every single communication) but if a supervisor or manager level needs to be included, it'd be nice to be able to cc or bcc…

    5 votes

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  6. More consistency with the sales dashboard

    The sales dashboard doesn't align with what I can pull up in my contact reports. We need these to be easier to customize and we need more consistency with the filters and usability of these.

    5 votes

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    0 comments  ·  Dashboard  ·  Admin →
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  7. Custom Report for both Contacts AND Jobs

    I would like to create a custom report to be able to pull all our contacts AND jobs into an Excel spreadsheet with ALL the information we have gathered thus far. Currently, I have to download 2 reports, one for the contacts and one for the jobs.  Then I have to figure out how to merge the two files into one.

    5 votes

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  8. Payment Report filter for Workflow Type

    The ability to filter payment reports by workflow type of the parent contact or job.

    5 votes

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  9. Ability to limit access to custom reports.

    Wants to ability to change the access to the custom reports so people are not able to view certain types of reports that are created.

    5 votes

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  10. Dead space in dashboard reports

    With new Update to Webapp there was a change to table spacing for reports in the dashboard. Now the reports look enlarged to fit in the table spacing of the report. The previous version was more condensed and easier to read. It would be helpful if this change was reverted or we had the options to set the sizing of the table to manipulate the view.

    5 votes

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    0 comments  ·  Dashboard  ·  Admin →
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  11. Include Activity in Contact Report

    Would like to have the option when exporting Contact list into CSV to include activity for Contacts as well.

    5 votes

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  12. Disable or hide sales dashboard via access profiles

    We do not have a need for the sales dashboard that was recently added and would like the option to be able to disable this feature or filter its access by certain access profiles.

    5 votes

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  13. 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

    4 votes

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  14. The ability change the way that reports are ordered / organized

    Example: We have an "Open Jobs Report" with all of our different job status' for currently open jobs. The issue is, in order to use this report; we have to constantly scroll up and down throughout the page because we can't put the job status' in the proper order on the report. They can only be alphabetically ordered.

    I've attached a picture for a better explanation.

    We would like to see

    -Tear off in progress
    -Tear off complete
    -Materials delivered
    -ect.

    all in order!

    4 votes

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  15. Report Breakdown From Sales Dashboard

    It would be amazing if you could click on the reports on the sales dashboard and have it take you to a report of all of the items that make up the graph you're looking at. For example- you look at a sales reps numbers on the revenue leaderboard and if you click on the bar for that sales rep it shows a report of all of the customers included in that number.

    It would be helpful if this feature applied to all of the graphs on the sales dashboard.

    4 votes

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    0 comments  ·  Dashboard  ·  Admin →
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  16. Full Individual Job Report

    I want to be able to click in a job and produce a job report of just that job that shows all notes, estimates, invoices and payments for that job. It would also be good to be able to see at least the titles and/or counts of any documents or attachments uploaded to that job. It would be REALLY great to be able to see the overview of the job from Lead to Paid. Does something like this exist?

    4 votes

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  17. Changing Pages on Reports

    When on a custom report, and you change the page you're viewing on the report, it keeps you at the bottom of the report instead of redirecting you to the top of the page. This causes the user to have to scroll all the way to the top of the page anytime they change the page on a report.

    4 votes

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  18. Ability to combine report types into one.

    Ability to combine reports types into one would be very helpful.

    4 votes

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  19. "Signature Status" column in document reports

    In the documents on a contact there is a "Signature Status" column, but there's not a good way to track that in a document report. I wish it was a simple column we could add and filter by.

    4 votes

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  20. System Activity Report

    User is looking for a cycle time report to see how long it takes each individual job through their pipeline. He can see system activity under the contact but that cannot be pulled in via a report.

    4 votes

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