Dashboard & Reports
85 results found
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Remove Deactivated Sales Rep from Insights
I would like to remove any deactivated sales reps from showing on my Insights filters.
2 votes -
Change the location of a Material Order or Work Order or jobs they are attached to
Sometimes a material order or work order gets created on the wrong job. Right now there's no way to move it to the correct job you have to cancel it and make an entire new one. It would be nice if you could change the location of things.
1 vote -
Insights Showing Deleted Data
I would like it if Insights didn't reflect data for things that have been deleted.
2 votes -
Take financials tab off contact page, keep in job only
To keep records from being entered under customer contacts and not in the appropriate job, option to remove financial tab from contact when jobs are enabled
5 votes -
Compare Years in Insights
I would like to compare multiple years in Insights side-by-side or on the same graph.
2 votes -
Invoices with Insights
Include invoices as a filter with Insights
6 votes -
Thread in Notes
In Notes;
It'd be great to have a thread or comment feature to a post to continue the subject, or comment to the note, so we can keep one subject in one thread to keep it going.
30 votes -
Insights Filter - Groups
It would be nice to filter Insights via Groups.
4 votes -
Better Sales Reports
We need to be able to run better sales reports. Closing radio and NSLI are important metrics that are missing from the reports feature.
8 votes -
Real Time Google Sheets Sync
I wish my data could sync in real time with Google Sheets. That way I could create automated metrics that combine data from QuickBooks, JN, and my GPS tracking. Right now we are tracking manually and it's time consuming.
15 votes -
Automated Reporting
wanting to add a feature for automated reporting where someone can set (for themselves or on behalf of other users) a certain report to kick out at a desired interval via file (PDF, Excel, etc.).
10 votes -
Common fields to link reports
I would like to combine data included in multiple reports but currently cannot do so without a lot of manual manipulation. For example, I would like to analyze timing of customer payments by pulling both a payment report and an invoice report, however there is no common field to combine the two reports. The "related" field is almost the same, however changes slightly depending on the report.
5 votes -
The ability change the way that reports are ordered / organized
Example: We have an "Open Jobs Report" with all of our different job status' for currently open jobs. The issue is, in order to use this report; we have to constantly scroll up and down throughout the page because we can't put the job status' in the proper order on the report. They can only be alphabetically ordered.
I've attached a picture for a better explanation.
We would like to see
-Tear off in progress
-Tear off complete
-Materials delivered
-ect.all in order!
4 votes -
Materials vs Labor budget report
It would be great if I could get a report showing Material costs vs Labor costs based on budgets.
6 votes -
Deleted Payments on the activity report
It would be very nice to have the ability to see deleted payments on a custom activity report.
4 votes -
Report Breakdown From Sales Dashboard
It would be amazing if you could click on the reports on the sales dashboard and have it take you to a report of all of the items that make up the graph you're looking at. For example- you look at a sales reps numbers on the revenue leaderboard and if you click on the bar for that sales rep it shows a report of all of the customers included in that number.
It would be helpful if this feature applied to all of the graphs on the sales dashboard.
4 votes -
PIE CHARTS
We need PIE CHARTS!! To see sales and invoices and leads. to see it at a glace in color codes would be AWESOME and make our life easier. You already have the ability to make these reports but to see them in color at a glance would be awesome.
6 votes -
Reporting around uploaded documents.
The ability to pull reports on uploaded documents. Such as when uploaded, and by whom.
4 votes -
A way to flip through the material orders with the arrow keys on the Material orders report
A way to flip through material order in the report without having to click on each individual one (without having to go back to the report)
A way to flip through the material orders with the arrow keys
3 votes -
Add columns for full address, email and phone in reports
Add columns for full address, email and phone numbers in separate columns of their own instead of having them in one column
3 votes
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