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Dashboard & Reports

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178 results found

  1. Report Showing Where We've Worked

    I wanted to know if there is a way to take the data from the system and see where we have worked over the last 3 years. I'm looking to map our data.

    1 vote

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  2. Insights Using Only Current Workflows

    We had 2 contact types called Gettin Lit and Lit. Instead of deleting them and making new ones we just edited the name and changed them to New Lights and Old Lights. But the Gettin Lit and Lit types are still showing up in our reports so it's throwing off our insight numbers. And we don't have any contacts under the Gettin Lit and Lit type anymore.  Can we change this so Insights only reflects current Workflow names?

    1 vote

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  3. Tracking Pre Sale Data

    I would like to be able to track the amount of money I have in estimates before they are "sold".

    1 vote

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  4. Remove Unnecessary Scroll Bar, top navigation header freeze while scroll

    When on any Job board page, in order to scroll to the right, you must move the right vertical scroll bar all the way down to access the bottom horizontal scroll bar. There are two and you can remove one of them with the following:

    I recommend removing the far right vertical scroll bar and making the top navigation "freeze screen" which can be changed by simple HTML and CSS. This way, there is no need for a scroll bar to access navigation and the navigation would be present no matter which way you scroll. By doing this, you will…

    1 vote

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  5. Filter Invoice Report By Design Template

    I would like to be able to filter invoice reports by the design template that was used to create them.

    1 vote

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  6. Ability to check whether a form was filled out

    Ability to check when forms are being filled out - Or to show whether or not a form was filled out

    1 vote

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  7. Update Start Date Filter on Job Report

    When creating a Job report in Classic Reports, I set the start date to be between 10/01/23 and 10/31/23. When doing so, none of the jobs that start on 10/31/23 show up. Changing it to 11/1/23 will then allow the 10/31/23 jobs to show. It's only showing jobs literally between those dates, and not including those dates. Can we get this updated to include those dates as well?

    1 vote

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  8. on boards show parent city option for work orders

    On the work order dashboard it would be nice if you could see/have the option for the the "Parent City". So it would be nice to see the city that on the boards for work orders.

    1 vote

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  9. Pre-populating fields when creating a report

    Reports using filters based on Job Fields should pre-populate the Job Fields that were entered. You should not have to manually type in each field you have already entered when you created them. See pictures- first one is what I see when I try to make the report (staircase already there because I manually typed). Second picture shows all of the different types of "scope of work" that we have entered (list is not completed). It is a hassle to manually type in each one to the report (and has to be identical to the way it is written on…

    1 vote

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  10. Trade Reporting

    Currently the only way to identify a Contact or Job with the a specific trade is to use "Tags". Ex. Roof Inspection, Roof Replacement, Roof Repair. We want to be able to track our sales data between the different trades (Gutter, Roofing,Siding) but also between replacement and repair service lines of business. These are normally two different sales process with sales numbers we would like tracked similarly to how easy it is to know the revenue and gross margin differences between Commercial and Retail job types.

    The Legacy reporting system has the option to add tags to custom reports but…

    1 vote

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    0 comments  ·  Sales Reports  ·  Admin →
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  11. Reports on Team

    I would like to be able to run a report that gives me a list of all active users, and their information, such as which location they are assigned to, their phone number, and email. Ideally, I would like to include what position or department they are in too, but I dont see any way to include that type of information in a users profile. There are very limited fields available. Its odd that contacts have a decent amount of customization, but was not applied to users. I think this would be crucial for larger companies to have especially. If…

    1 vote

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  12. Team Oversight - Insights

    I’d like our entire team to be able to see the hard numbers of the whole company in Insights to drive competition, but if they are a limited access user & not a group manager, they don’t have the ability to drill down to see other users’ jobs

    1 vote

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  13. Allow most recent note to be a column

    Allow most recent notes to be added as a column - specifically for when calling old leads

    1 vote

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  14. Please make reports more usable.

    Currently to look at budgeted expenses paid , invoiced and payments separate reports are required and to be merged in excel. Allow the reports to be built from scratch with the various components. A simple report such as Client Name, Address, Budget expenses, Invoiced amount and Payment amount would be so beneficial!

    1 vote

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  15. Change sale rep in profit reports to match the contact and job!

    Currently when running profit reports, the original sales rep is listed. Our company occasionally needs to switch sales rep. Although the contact and job is updated with correct information the reports show the old sales rep. This is very confusing when trying to demonstrate sales rep performance with revenue and profit .

    1 vote

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  16. Work Order Totals on Reports

    It is imperative that I am able to run a report that shows all the current work order price totals and the grand total. When I create a work order, that work order is added to on a daily basis until the job is complete. Many jobs last for several days or weeks, or even months. I need to know the value of all those open work orders, and the easiest way is to have them show in a report just like the invoice reports. I have so much pending income in work orders, yet I have no way of…

    1 vote

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  17. Report to view activity on a report

    A way to track activity on a report such as who edited the report and what changes they made.

    1 vote

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  18. Custom Fields on Estimates that transfer to Work Orders and Invoices

    We need the ability to add custom fields on an estimates such as a product color, payment terms or some other detail that can be either optional or mandatory (so the sales rep doesn't forget). That field should also be possible to be added to the estimate that the customer sees. It should also carry over to the work order and invoice with the option to make it visible to the customer.

    You can add a "special note" or an 'internal note" but it needs to function more like the work order fields.

    1 vote

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  19. Have "OR" logic for Board Filters

    It would be nice to have the ability to filter boards with "AND" but also "OR" logic.

    1 vote

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  20. Need a report that shows each commission breakdown by job, NOT by total commission per related contacts.

    Need to be able to filter all reports by job and/or contact, especially: budget and invoices. Essentially, the budget page we see in an individual but a report of it for ALL jobs.

    1 vote

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