Here is a list of all the other requests that are similar to this and how many votes they have.

A complete customer report would solve all of the these issues.

Edit Built-In Reports - 4 votes
Material Order Report - 3 votes
Improvements to Reports - 3 votes
Work Order Pipeline report - 2 votes
a better or actual sales call sheet - 1 vote
Ability to Group Reports by Location - 1 vote
Job Numbers on Contact Report, visa versa - 1 vote
Daily Activity Report - 1 vote
Report on Task Resolutions - 1 vote
Budget Report Filter By Sales Rep - 1 vote

That is a Total of 35 votes!!! and i didnt even look in other categories that this options could fix.

All of this information is stored in the same server. PLEASE create a customer report field and make all information available to sort by. Its all ready available in other reports. This would take like 30 minutes of programming and it would be done. Every other CRM has this because its common since that people want it.

Shoot I'll pay your programmer do it! Where do i send the money?

This seems like it should be a relatively easy thing to do since there is a correlating contact id # and job id # that connects contacts, estimates, job data, work order data, etc. However, to do this now you have to export and perform some pretty in depth vlookups in excel just to get all the data that exists in JN into one report.

Adding the job number field in reporting is not available

Also for...adding job status and estimate number to task report. Thanks!

It would be awesome if we could create report filters based on multiple tables. For example, show only customers with jobs that are in the inspection stage, or budgets where commissions are not marked paid.

We need to run a budget report (commission due) based on an install date (a custom field). Without this, the budgeting tool does not work for us.

I AGREE. I am trying to export email address but only for certain job statuses and I can't get them on one report. I am having to do a lot of excel work to get what I need.

I can't get rows of financials in customer report of info from customer report in financials. We are always a moving target based on materials, draws, and actual job status. We currently keep a job status updated, for example... Paid 100k draw, for a $300k job, but job hasn't started yet, so a quick report should have total invoice amount, total payments, and % job completion. All this info is in jobnimbus but i'm unable to create 1 report with all the info. help!!!!!

I really need to be able to see what the contact's status is in an invoice report so I can make reasonable predictions about when the balance might come in. This allows me to make cash flow predictions that I can't make now. Same with approved estimates.

It would be helpful to be able to pull a report where the job number(s) associated with a contact could be seen in Contacts and visa versa.

If the Add Column feature be customized so that you can have both the contact number and the associated job number(s) be added would really be appreciated by the Admin people working for the Sales Reps.

I think it would be SO AWESOME if my task report would include a feature for the client address.

Please. I think that everyone agrees. :)