Dashboard & Reports
178 results found
-
search
Partial search in list status. Currently I have to type the exact name of the status for the item I want added as a list in the board. I should be able to type any part of the text in the status name and it display a list of statuses that match.
1 vote -
cmcguire@edgerailandscreen.com
It would be nice to run an estimate report and a city report combined. it would also be nice for the sales dashboards to match the estimate approved/invoiced reports. Our totals are completely different from report to the dashboard.
1 vote -
Pull American Institute of Architects reports
The ability to pull American Institute of Architects reports.
1 vote -
naturalForms fitler for reports
Add a field on reports for "Sent to natural forms" or something similar to easily track what information was used on naturalForms docs.
1 vote -
Make changes to records from report
I would like to make changes to my original record (contact/job, etc) from the actual custom report instead of having to edit the original record
1 vote -
customer type in invoice and estimate reports
when creating an estimate and invoice report, having customer types (residential vs commercial) is essential to the types of stats we want to keep track of.
1 vote -
Filter a specific Vendor "Item" on an Estimate Report
We want to know if we got quoted with a certain vendor of ours. Our vendors typically have price increases and we would like to look to pull all the clients we quoted with a specific Vendor "Item". So we can inform of the price increase, etc. It would be great if it would be possible to create a report based on items used in an estimate.
1 vote -
Sort reports by Stage
I want to be able to sort my custom Contact/Job reports by stage. I can filter, but I can't sort.
1 vote -
Page view, Contact view report count
A way to pull a report on a users viewing activity. When a page has been viewed. Also, when a Contact has been viewed and by whom.
1 vote -
"or" filters in reports
I have a report that I would like to have an "or" filter on. Basically it would pull contacts created between two dates OR between two other dates. These are two separate date fields, so I would like to be able to specify "and" or "or" between different types of filters.
1 vote -
Add an option to a Jjob report to view a related contacts email
A way to pull the Primary Contact's Email into a Job Report. Have an option such as "Related email" under the "Add Column" section.
1 vote -
View more than 10 rows on reports
Sometimes you just need to pull up a report and see everything on one page. It's inconvenient to have to try and guess which page info is on when you should be able to see everything on page.
1 vote -
1 vote
-
Updated By" Filter on Activity Reports
In Activity reports, create an "Updated by" Filter. Currently when someone creates a note, you can see who created the note in the activity report but someone can go in and edit that note (as long as they have the right access) and it wont show up in the activity report.
1 vote -
Ability to add "days in status" to an estimate report
We'd like to have the option to have a column that tells us how long an estimate has been open, rather than just adding a count at the bottom of the report.
1 vote -
Payment Report Filter for a specific status
The ability to filter payment reports by a specific status type.
1 vote -
Accounts Receivable
Need to be able to utilize the invoice feature under financials that we not only see the total revenue but also what is still outstanding per project.
1 vote -
Add Column- "Assigned to" in an Invoice report
Be able to have the option to add a column, to display who an invoice got assigned to, in a custom Invoice report.
1 vote -
1 vote
-
Report filter by team member to have "Select All" option
When filtering by "Created By" I would like a "Select All Team Members" optiion
1 vote
- Don't see your idea?