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173 results found

  1. 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

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  2. 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

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  3. 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

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  4. "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

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  5. 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

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  6. 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

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    0 comments  ·  Custom Reports  ·  Admin →
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  7. 1 vote

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  8. 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

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  9. 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

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  10. Payment Report Filter for a specific status

    The ability to filter payment reports by a specific status type.

    1 vote

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  11. 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

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  12. 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

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  13. 1 vote

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  14. 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

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  15. "Address Info" column in contact reports should not include phone numbers

    The column labeled "Address Info" in a contact report includes the phone numbers. There could be a "Phone Numbers" column where all phone #'s are listed, but address & phone number should not be listed together.
    This is important for mailing purposes. We need just the address (and the whole address) in 1 cell in excel to make this efficient. After exporting, we're having to manually delete the phone number(s) from each address cell.

    1 vote

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    0 comments  ·  Custom Reports  ·  Admin →
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  16. have clean dates export from reports to excel

    When exporting a report that contains a date column to an excel or csv, it does not export this column as a clean date. Currently customer needs to configure the column through a formula to get a clean date.

    1 vote

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  17. Access to the database for inquires

    To have some sort of access to the database that is the backend for the reporting in JobNimbus. Have an option to query it from JobNimbus (or the related backend).

    1 vote

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  18. Mass Edit/delete

    After running a report, there should be a way to select multiple items/tasks/contacts (like a checkbox) then select mass edit/delete that will only effect those items.

    1 vote

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  19. Report Printing and Report Emailing

    Save a custom report as a PDF, so that it could be emailed to those on the team. Also, an option to be able to print the custom report.

    1 vote

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  20. Report Filter for Email Type.

    The ability to filter a report by the type of email their customers have. (Gmail, yahoo, etc.)

    1 vote

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