Dashboard & Reports
101 results found
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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 voteThis has been an infrequent ask, so with current priorities, it will not be added at this time. It will be considered again if additional requests are made.
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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 voteThis has been an infrequent ask, so with current priorities, it will not be added at this time, but will be considered if additional requests are made.
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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 voteThis has been an infrequent ask, so with current priorities, it will not be added at this time, but will be considered if additional requests are made.
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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 voteThis has been an infrequent ask, so with current priorities, it will not be added at this time, but will be considered if additional requests are made.
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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 voteThis has been an infrequent ask, so with current priorities, it will not be added at this time, but will be considered if additional requests are made.
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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 voteThis has been an infrequent ask, so with current priorities, it will not be added at this time, but will be considered if additional requests are made.
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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 voteThis has been an infrequent ask, so with current priorities, it will not be added at this time, but will be considered if additional requests are made.
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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 voteThis has been an infrequent ask, so with current priorities, it will not be added at this time, but will be considered if additional requests are made.
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Ability to filter by who created the lead between JN and QB
Example: "We have leads created by employees and by QuickBooks (past jobs from newly active customers). Because of this we have leads/jobs created by Quickbooks that are included in the Insights report and sales dashboard with no way to filter them out. It’s a pain but at least in Classic Reports I can add a filter to only give me records created by each employee which leaves off the QuickBooks created jobs/leads."
2 votesThis has been an infrequent ask, so with current priorities, it will not be added at this time.
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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 voteThis has been an infrequent ask, so with current priorities, it will not be added at this time, but will be considered if additional requests are made.
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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 voteThis has been an infrequent ask, so with current priorities, it will not be added at this time, but will be considered if additional requests are made.
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Have "OR" logic for Board Filters
It would be nice to have the ability to filter boards with "AND" but also "OR" logic.
1 voteThis has been an infrequent ask, so with current priorities, it will not be added at this time, but will be considered if additional requests are made.
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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 voteThis has been an infrequent ask, so with current priorities, it will not be added at this time, but will be considered if additional requests are made.
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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 voteThis has been an infrequent ask, so with current priorities, it will not be added at this time, but will be considered if additional requests are made.
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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 voteThis has been an infrequent ask, so with current priorities, it will not be added at this time, but will be considered if additional requests are made.
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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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Pull American Institute of Architects reports
The ability to pull American Institute of Architects reports.
1 voteWill not be added in the foreseeable future.
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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 voteClosing 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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Free style hand-signature available in mobile app but not in desktop version?
If we send a doc to be e-signed, when the signer open it at their end, they can only "type" their names (on separate note: the spelling NEEDS to match how their name spelling was entered in the contact page - another glitch), but if we open the doc in the mobile app and hand the device to the customer, the signer CAN do e-sign free style hand signature using their finger.
Which is weird, because that can only happen when we are in the same room with the signer, because the only people who have the mobile app are…2 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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TO GET REPORT FROM CUSTOM NOTE TYPE
We created a Note type "Production Notes".
Tried to create a WO report to pull only those notes, and filtered using the "TYPE" column, selected the custom type to be the only one pulled, but the code did not recognize the list of type that we have. It's pulling different names of activity types.
2 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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