Dashboard & Reports
80 results found
-
Export as PDF REPORT
We need option for PDF report
6 votes -
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 -
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
5 votes -
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 -
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 -
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 -
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 -
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 -
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 -
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 -
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 -
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 -
Ability to create line item report
Please include the ability to report on line items. This would be helpful when trying to track work order items that have been completed since it would be exportable to Excel or Csv.
4 votes -
Ability to combine report types into one.
Ability to combine reports types into one would be very helpful.
4 votes -
"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 -
Report Including Budget and Lead Sources
I need to generate a report in which I can cross reference different status with budget and lead sources.
Ideally I want to see how much revenue I generated for different status we have set up, specifically for each one of our sources.
4 votes -
Tagged Notes appear on Dashboard
Any notes that my name is tagged in to show up on my dashboard
4 votes -
Deleted Payments on the activity report
It would be very nice to have the ability to see deleted payments on a custom activity report.
3 votes -
Clickable Board Titles
It would be great to be able to click on the board title and get a list of the jobs in that status so that we can easily see everyone in that status and export/print the list. If we could still click on a job that would be great too. I am constantly trying to build reports for this but it would be SUCH a major time saver if we could just click on the board titles.
3 votes -
NOTES ENTERED IN WORK ORDER OR OTHER SUB SECTIONS, THE NOTIFICATION DOESN'T SHOW THE JOB/CONTACT INFO
If we leave a note and tag a member or self, the tagged members will have a notification at their email (if the user selected that option), the message in the notification will only show the WO / Estimate / Invoice numbers, it does not have any related contact nor job info.
So to know what job or contact the note related to, we have to click the blue note link.
Not efficient.
3 votes
- Don't see your idea?