Dashboard & Reports
101 results found
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Customizable columns for the work order and the material order from Financials tab
When in the financials tab Id lke to be able to add a column to both the WO and the MO so I can see the costs on each. Some screens allow for customizable columns but these do not .
9 votesNot enough community interest.
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Material Order Line Item Totals, Sums on Reports & Grid
Create the material order report so I could see how much I owe for the material to my suppliers. This way I can see a better picture of my business.
7 votesNot enough community interest.
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Edit Built-In Reports
It would be nice to be able to edit the built in reports to our liking.
6 votesNot enough community interest.
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Payment Report filter for Workflow Type
The ability to filter payment reports by workflow type of the parent contact or job.
5 votesClosing out due to age of request, that it was fixed, or that it won't be implemented. Cleaning up our votes to make sure we are focusing on the greatest impact.
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Dead space in dashboard reports
With new Update to Webapp there was a change to table spacing for reports in the dashboard. Now the reports look enlarged to fit in the table spacing of the report. The previous version was more condensed and easier to read. It would be helpful if this change was reverted or we had the options to set the sizing of the table to manipulate the view.
5 votesMerged with other ideas, fixed, or declined.
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Disable or hide sales dashboard via access profiles
We do not have a need for the sales dashboard that was recently added and would like the option to be able to disable this feature or filter its access by certain access profiles.
5 votesClosing out due to age of request, that it was fixed, or that it won't be implemented. Cleaning up our votes to make sure we are focusing on the greatest impact.
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Dashboard - Expand Reports
I have one longish report that I have on my dashboard that makes me scroll for everything else. It would be nice to be able to expand and collapse reports on dashboard so you are only viewing detail of report you want
5 votesNot enough community interest.
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Changing Pages on Reports
When on a custom report, and you change the page you're viewing on the report, it keeps you at the bottom of the report instead of redirecting you to the top of the page. This causes the user to have to scroll all the way to the top of the page anytime they change the page on a report.
4 votesClosing out due to age of request, that it was fixed, or that it won't be implemented. Cleaning up our votes to make sure we are focusing on the greatest impact.
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System Activity Report
User is looking for a cycle time report to see how long it takes each individual job through their pipeline. He can see system activity under the contact but that cannot be pulled in via a report.
4 votesClosing out due to age of request, that it was fixed, or that it won't be implemented. Cleaning up our votes to make sure we are focusing on the greatest impact.
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Merge Saved Reports
Would like a way to merge reports such as a budget report and a job report to make one report that can be used.
4 votesMerged with other ideas, fixed, or declined.
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Export Built-In Reports to Excel or PDF
I would like to export built in reports to excel or pdf format
4 votesMerged with other ideas, fixed, or declined.
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Partial searching in an Activity Report by note content
Currently the filter for note contents will not allow for partial searching. The filter needs to have the entire contents of the note for it to populate in the report.
This limits this filter quite a bit and does not allow for searching for specific words that show up in notes.
4 votesMerged with other ideas, fixed, or declined.
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Reports able to pull work order dollars field
I would like to have the work order reporting be able to pull the work order dollar amount into reports. We have some reports built, but have to have manually entered fields to get the amounts to show up in the reports. Being able to pull this number would eliminate the redundancy and possibility of manual error.
4 votesNot enough community interest.
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Filter/Edit Built-In Task Report on Dashboard (e.g. Task Type)
Our sales guys handle a LOT of customers. They get tons of phone calls every day to the office, which we then sort and assign as applicable. Lately, we've been finding it more effective to group the tasks by a few categories (lead, repair, schedule request, etc.) which makes it easier for the sales people to follow up. It is crazy overwhelming to just assign as tasks, however, since there is no sense of organization.
It would be amazing if we could add a section to the dashboard (exactly like My Tasks with ability to check off to complete) but…
4 votesNot enough community interest.
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Material Order Report - with Customers
a report which shows material order numbers with customers
4 votesNot enough community interest.
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Movable Custom Reports Function
Would like to be able to change the position of reports once they are created. As of now your order is limited to when you put them in. For instance If I wanted to label my positions 1-10, If I added 8 before 3, my reports would be out of order.
Thank you.
3 votesClosing out due to age of request, that it was fixed, or that it won't be implemented. Cleaning up our votes to make sure we are focusing on the greatest impact.
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Show invoice balance for each contact on contact reports
Implement a contact report that has the option to show the invoice balance for each contact.
3 votesMerged with other ideas, fixed, or declined.
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Note Filters- When entering sequences of text, have filter locate the text match.
Customer would like to be able to have a searchable feature in reports. An example, when using a filter, if they search for a sequence, then it should be able to find the text match in the string.
3 votesMerged with other ideas, fixed, or declined.
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Sold Date and Custom Reprts
I would love the ability to pull data from all fields that are collected by JobNimbus or add filters to built-in reports.
For instance, I can create a custom report and pull data on when the job was created, but not for the date it was sold. But that timestamp is used for a built-in report by JobNimbus so the data is there. So would love to either create a custom report and pull from all data fields or be able to put filters on built-in reports.
This would help so much with determining sold rate for lead sources, cost…
3 votesMerged with other ideas, fixed, or declined.
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Filter Reports to See when Estimates were Signed
It would be very helpful if we could filter reports so that we can see the exact that our estimates were signed. That is not a possibility right now.
3 votesMerged with other ideas, fixed, or declined.
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