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JobNimbus Feedback

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Dashboard & Reports

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111 results found

  1. 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

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    0 comments  ·  Custom Reports  ·  Admin →
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  2. 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

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  3. Motivosity integration on the home/dashboard of JobNimbus

    I was wondering if it was possible to have (now or in the future) the ability for the MOTIVOSITY main feed to show up on the JOB NIMBUS “dashboard” home screen? I saw Kiosk mode and wasn’t sure if there was a way to plug that into the home screen to make sure important updates and kudos are seen from both platforms?

    https://help.motivosity.com/en/articles/9190359-kiosk-mode

    1 vote

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    0 comments  ·  Dashboard  ·  Admin →
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  4. 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

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    0 comments  ·  Custom Reports  ·  Admin →
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  5. Adding the Branch custom field to an insights report or Class which is not a custom field

    Hello, we have a custom field for Branches within a location. We would like to add the custom field "Branch" to a Workflow insights report. Please advise. Or have a column "Class" added to the Workflow insights report. Thanks.

    1 vote

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    0 comments  ·  Custom Reports  ·  Admin →
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  6. 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

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  7. 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

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  8. 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

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  9. 1 vote

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  10. 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

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  11. 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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