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JobNimbus Feedback

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174 results found

  1. Merge Saved Reports

    Would like a way to merge reports such as a budget report and a job report to make one report that can be used.

    4 votes

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  2. Export Built-In Reports to Excel or PDF

    I would like to export built in reports to excel or pdf format

    4 votes

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  3. Tagged Notes appear on Dashboard

    Any notes that my name is tagged in to show up on my dashboard

    4 votes

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    1 comment  ·  Admin →
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  4. Partial searching in an Activity Report by note content

    Currently the filter for note contents will not allow for partial searching. The filter needs to have the entire contents of the note for it to populate in the report.

    This limits this filter quite a bit and does not allow for searching for specific words that show up in notes.

    4 votes

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  5. 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.

    3 votes

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  6. 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

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  7. 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

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  8. Saved reports editing access for non-admin users

    Within JN, you cannot edit/save in the built-in report system unless you have allowed access to Account Settings and Built-in Reports, or created the report as that user.

    I need staff (admins, supervisors, and other team members) to be able to edit reports created by superiors, but I have ZERO desire for them to have Account Settings access.

    There is an ability to give someone access to the built-in report system. Why would there also be another access for them to be able to edit/save reports, especially when that is tied to the entire Account Settings?

    3 votes

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  9. View Past statuses in reports

    I want to be able to pull up past statuses contacts/jobs have been thru even if they're no longer in that status

    3 votes

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  10. Filter invoice report by contact status

    Create the ability to make a custom report for invoices with a filter for contact status so I can filter the contacts in that status to see amount paid, balance due, etc.

    3 votes

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  11. 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.

    3 votes

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  12. Movable Custom Reports Function

    Would like to be able to change the position of reports once they are created. As of now your order is limited to when you put them in. For instance If I wanted to label my positions 1-10, If I added 8 before 3, my reports would be out of order.

    Thank you.

    3 votes

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  13. Show invoice balance for each contact on contact reports

    Implement a contact report that has the option to show the invoice balance for each contact.

    3 votes

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    Viewed  ·  0 comments  ·  Custom Reports  ·  Admin →
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  14. Note Filters- When entering sequences of text, have filter locate the text match.

    Customer would like to be able to have a searchable feature in reports. An example, when using a filter, if they search for a sequence, then it should be able to find the text match in the string.

    3 votes

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  15. Sold Date and Custom Reprts

    I would love the ability to pull data from all fields that are collected by JobNimbus or add filters to built-in reports.

    For instance, I can create a custom report and pull data on when the job was created, but not for the date it was sold. But that timestamp is used for a built-in report by JobNimbus so the data is there. So would love to either create a custom report and pull from all data fields or be able to put filters on built-in reports.

    This would help so much with determining sold rate for lead sources, cost…

    3 votes

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  16. Filter Reports to See when Estimates were Signed

    It would be very helpful if we could filter reports so that we can see the exact that our estimates were signed. That is not a possibility right now.

    3 votes

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  17. Job Report- Improve the name filter option

    Using the Name filter under a job report, the user would like to be able to just type in part of the job name and to have JobNimbus be able to pull all the jobs, that have that word in name.

    3 votes

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  18. Built In Reports- Be able to adjust for prior data

    On built in reports, Revenue leaderboard. Customer would like to be able to go back to estimates that were supposed to be marked approved in prior months and have the reporting adjust to project those estimates to their corresponding months. Currently report will count them for current month but actually some were for prior months.

    3 votes

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  19. An indication that the sales rep is inactive from the sales reps drop down in sales dashboard

    It would be great if there was some time of indication on the sales dashboard that the sales rep is inactive from the sales rep selection. I have 3 reps with the same name and 2 of them are inactive, yet all 3 of them still show in the drop-down selection

    3 votes

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    0 comments  ·  Dashboard  ·  Admin →
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  20. Budget Report Filtered by Trades

    We should be able to pull a budget (profitability report) filtered by the trade.
    I don't have a way of seeing how my different trades are performing.
    Ex: roofing,windows, siding....

    3 votes

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