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JobNimbus Feedback

Have suggestions for how we can improve? Share them in the categories, or vote for the ideas you like best. We want to hear your feedback!

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Dashboard & Reports

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174 results found

  1. 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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  2. Automate Status of customer based on Invoice amount

    You can automate a customer status changin upon Invoice due amount being zero.

    1 vote

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    0 comments  ·  Custom Reports  ·  Admin →
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  3. export and print custom reports on reports homepage

    I can export and print on a separate page but on the home page it only shows edit, duplicate, and delete.

    1 vote

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    Viewed  ·  0 comments  ·  Admin →
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  4. Activity Board filtered by person or showing all user activity and timing

    It would be great to have an activity board showing notes and tasks completed by an employee or by all employees. This would help streamline covering employee workload in the event of employees being sick with minimal time loss.

    1 vote

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    1 comment  ·  Admin →
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  5. Break down invoice reports

    Be able to see specifics on material costs and payments.

    1 vote

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  6. Built in reports- make custom fields reportable

    Have custom fields reportable on the built in reports.

    1 vote

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  7. 1 vote

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  8. Total Percent and Percent Of Calculations

    Add Calculations : Percents in JobNimbus Reporting

    1 vote

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  9. Bulk Update Paid Status on Budgets

    It would be really nice if we could go in and bulk update the paid status in a custom budget report. For instance, I have custom reports set up for each salesperson and instead of going into each profile and clicking "paid", it would be nice if we could bulk update that from the report - and then also bulk update the status as well. It would save so much time.

    1 vote

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    0 comments  ·  Custom Reports  ·  Admin →
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  10. Bulk Edit Tasks to Mark as Incomplete

    Since there is a way to bulk edit tasks and mark them all as complete, the customer is requesting a way to also be able to mark the tasks as incomplete in bulk.

    1 vote

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  11. Sales Revenue Leaderboard

    We would like to be able to change the sales revenue leaderboard to show estimate date instead of approved/invoiced estimates on the sales dashboard.

    1 vote

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    0 comments  ·  Dashboard  ·  Admin →
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  12. Save Place On Page when Editing Dashboard

    I have several different reports on my dashboard and often times I have to scroll down the page to find the one I want. If I edit one of the items in that particular dashboard (modify the description), I would like for the system to return me to that dashboard. Oftentimes, I have multiple items to update and each time I have to continue to scroll down again for each update.

    1 vote

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  13. 1 vote

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  14. Set a default display on the My Tasks dashboard report

    Would like to see the option to set the default for which Tasks are displayed on my dashboard

    1 vote

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    0 comments  ·  Dashboard  ·  Admin →
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