Dashboard & Reports
114 results found
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Customer Map
The ability to see a map with your jobs on it and be able to filter it by dates or locations. This would allow you to see where a lot of contracts have been signed and have a visual.
1 vote -
Integration with Looker Studio
It would be nice to have Insights integrate with Google Looker Studio so we can display our data in real time. At the very least, making JN Insights more customizable, and having the ability to "present" it would be awesome.
1 vote -
Customizable Dashboard
The ability to organize the entire dashboard view any way i want. Movable boxes that can go side by side or be resized to be bigger or smaller so my tasks can be the size I want vs job if i want that to be bigger . And not just linier (top to bottom), I want the ability to have tasks on the right side and jobs on the left or vice versa, or something in between. Ultimately the ability to customize my dashboard similar to a phone screen with widgets and the weather and my selection of what is…
1 vote -
Customizable Dashboard
The ability to organize the entire dashboard view any way i want. Movable boxes that can go side by side or be resized to be bigger or smaller so my tasks can be the size I want vs job if i want that to be bigger . And not just linier (top to bottom), I want the ability to have tasks on the right side and jobs on the left or vice versa, or something in between. Ultimately the ability to customize my dashboard similar to a phone screen with widgets and the weather and my selection of what is…
1 vote -
When pulling reports, it would be great if the format could be kept in the different tiers. Either pdf or kept Excel format would be nice.
It would be awesome if the reports could keep the same formatting either through exporting to a pdf document, or into Excel (while keeping all of the same type of formatting with the different tiers).
1 vote -
Favorites
Add a favorite button for the reports most used in classic reports by each user. Save time sorting through everyone else's reports.
1 vote -
Report for pulling information from Forms
We need a report that we can pull for the information in Forms. Dates/Contacts/form type, etc.
1 vote -
I need an "ASSIGNED TO" filter for invoice reports.
I can not filter my claims per PA the claim is assigned to see amount invoiced per PA. I need to be able to run this report ASAP. and the only way to do this is to make "assigned to" available in the filter and columns. Sales Rep doesn't help, as the same rep is on all claims.
1 vote -
Lead Source MACRO, MICRO AND MORE MICRO
OK, many JN Support said it was possible. I want to know Macro what lead sources are the best "Past Customer" "Employee", Ect. Also would like to know Micro, " Past customer 1", "Past Customer 2" Ect. , "Employee 1", "Employee 2", Ect. And then even More Micro/ Refined what jobs went through and what Lead sources were the Best/ which lead should we focus on marketing too.
1 vote -
Activity Report - Contains Filter for Note Field
Previously, reports would allow you to pull an activity report and then apply a contains filter to the note field. Please reinstate this functionality.
1 vote -
Please create the ability to put the salesman, assigned to, or subcontractor on each individual tile on the job boards
It would be useful to see who work orders and jobs are assigned to on the job board.
1 vote -
1 vote
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Recent Jobs - Dashboard Links
Have a widget on the dashboard called "Recent Jobs" that has a link to all recently accessed projects in the order that they were accessed in. See attached for an example, and old solar CRM had this function and it was extremely helpful.
1 vote -
Add Notifications to the Home Page
It would be super helpful to have the ability to choose notifications to be on our homepage rather than just in the side column. Have it be an option like Jobs, Contacts etc
1 vote
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