Dashboard & Reports
77 results found
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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 -
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 -
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 -
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 -
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 -
Tracking jobs, closing rates for company and per rep, average ticket
Making it more user friendly to run reports
3 votes -
reports
Needing to track average ticket and closing rates and making it more user friendly
3 votes -
Report columns for job type, service type, assigned...
Add column options on the report to allow you to pull job type, service type, assigned to (PM) and subcontractor.
3 votes -
Compare Years in Insights
I would like to compare multiple years in Insights side-by-side or on the same graph.
2 votes -
A way to flip through the material orders with the arrow keys on the Material orders report
A way to flip through material order in the report without having to click on each individual one (without having to go back to the report)
A way to flip through the material orders with the arrow keys
2 votes -
Signature date column
The signature date column is added on the report feature but does not read anything because the contact or job when a document is signed the status shows as signed but there is no space to record the date for when the signature was signed or completed.
2 votes -
Searching by signature date in Doc. report
Ability to filter a document report by signature status and date like the estimates report. Currently, the signature filter is not setup to detect fully signed documents dates. The report blanks out no matter what date range you set it to. It would be great to use this filter to find date signatures using the new signature feature.
2 votes -
Grouped Reports - Collapsing Groups
When I have a report grouped with calculations, when I collapse the grouped area, it doesn't retain the calculations. It removes the totals & sums applied such as on an invoice report. I would like to be able to retain that information so that it is easier to view without all of the scrolling.
2 votes -
Not all sales reps show on sales pipeline
On the sales pipeline on the home screen, because we have over a certain number of sales reps, the Sales Pipeline only shows the name of every other sales rep. This defeats the purpose of quickly viewing how our sales reps are performing.
2 votes -
Report for activity updates.
The ability to pull a report for when the sales rep is updated on a contact.
2 votes -
Job Report should include approved estimates
In the Job Report, you currently have the option to include the amount of the last estimate. However, that isn't necessarily helpful if the last estimate is not the one that was approved. You should be able to include the total of ALL approved estimates in order to get some perspective on the value of the project. Thanks
2 votes -
Set a default display on the My Tasks dashboard report
Would like to see the option to set the default for which Tasks are displayed on my dashboard
2 votes
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