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  1. Assignee column on invoice and budget reports

    I would like to be able to filter my invoice and budget reports by assignee so I can see how much revenue and profitability each project manager is making.

    8 votes
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    0 comments  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  2. Lead Source Reporting

    Create a report with the ability to input marketing costs to generate an accurate depiction of money spent/earned regarding a specific lead source. Integrate an option to then view breakdown of lead sources as percentages.

    1 vote
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    0 comments  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  3. Adding timestamps to reports

    Time stamping when a lead has been moved to a particular stage when creating a report to better understand activity flows

    1 vote
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    0 comments  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  4. Add a filter to custom activity reports for email status

    Adding a filter and a column for email status to an activity report would make it easier to confirm the statuses of all emails sent from JobNimbus.

    For example, periodically emails are getting stuck in the "Sending" status. This would help to followup with the contacts to ensure they received any important emails.

    1 vote
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    0 comments  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  5. Creating Reports of Probability Data

    Develop a feature to calculate percentages of leads likely to move on to the next stage based on previous data to then establish better goals for the company

    1 vote
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    0 comments  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  6. query multiple reports

    Currently there is no way to utilze info from say a estimate report to your payment report without pulling the data out and manipulating outside of jobnimbus. I would like the ability to mingle multiple reports inside of jobnimbus to give me access to all the data while keeping it in Jobnimbus.

    1 vote
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    0 comments  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  7. Bulk editing assigned rep on a job auto updates the assigned rep on a contact

    When bulk editing the assigned rep for jobs, the contact assigned rep is also updated.

    1 vote
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    0 comments  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  8. 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.

    2 votes
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    1 comment  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  9. Add a column for "Supplier" in a Material Order Report

    The ability to add and sort a Material Order report by the contact"Supplier" .

    1 vote
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    0 comments  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  10. Custom report option where columns can be from different records assigned to same contact

    Because contact status cannot be automated to change based on invoice status, the very real possibility exists to send out automated late notices based upon pending payment status in a contact when the payment has already been made. Fully functional automation should allow the communication of one record with another. Short of that, the ability to make a custom report that can pull both the customers status as well as the invoice status into the same report would knock out about ten mouse clicks per payment and contact.

    1 vote
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    0 comments  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  11. Reports filtering by quarter does not reflect quarters correctly

    Currently when using any custom report created in Jobnimbus. If you select to filter the report by date created and then quarter it is not currently working. When selected on quarter 2 information for quarter 1 is appearing.

    2 votes
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  12. The option to collapse details within a Budget report

    The ability to collapse details within a budget report and still show each row calculation.

    1 vote
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  13. Ability to run Report on all jobs and how long they stayed in a certain status

    For example: We want to know on average how long jobs are staying in QC Inspection status.

    Right now, I can report on the jobs specifically in that status, but I want a way for even if they are not in the status currently.

    Basically the length of time between status changes. (Which I know you can see when you go into a job's system activity - but I want to run a report on this).

    7 votes
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    0 comments  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  14. Cross referenced custom reports

    It would be nice to be able to populate data from related records on a report. For example, create a custom contact report that populates information from the related jobs or work orders such as the type, status, start date, etc...

    1 vote
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    0 comments  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  15. Filter custom reports that are created by QuickBooks

    When selecting the filter "Created By" it only gives the options to add users. There is no way to filter the report to show records created by integrations such as QuickBooks.

    1 vote
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    0 comments  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  16. Allow for grouping by tags in reports

    Currently the column of tags can not be grouped in reports. I would really like this functionality!

    1 vote
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  17. Commissions Reports only show Limited Access user's Assigned Contacts

    Would like Limited Access Users to only be able to see their assigned contacts information populate on a Commissions Report. Right now, when you create a commissions report, limited access users can see all contacts on the report. Whether they are assigned to the user or not.

    1 vote
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    0 comments  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  18. Add a Subtotal Column to Job and Contact Reports

    The "Most Recent Estimate" and "Most Recent Invoice" columns are based off of totals, which includes sales tax. Since business don't realize sales tax as revenue, this can be misleading and give bad data when using them for reporting. Adding a subtotal column in the contact report and other reports that can use the "Most Recent" columns will really help improve reporting accuracy.

    1 vote
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    0 comments  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  19. More Bulk Edit Options for Reporting

    Would like to bulk edit any type of information for a custom report. I.E., if doing a custom contact report. All of the fields that do not make a customer unique should be bulk editable. Currently you can edit the assignee, sales rep, status, and type of contact. But you can't edit bulk edit things like the location or the lead source.

    7 votes
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  20. Ability to create a photo report

    Users should have the ability to create a report for photos uploaded.

    3 votes
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