JobNimbus Feedback

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  1. 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.

    2 votes
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    0 comments  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  2. Personalized Reports

    I would like to be able to personalize a report to show different options like in QB. I could choose re-roofs vs repairs, One Est to another. I would be able to choose different fields to view different reports.

    7 votes
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    Viewed  ·  1 comment  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  3. Ability to Download all photos/documents without having to download per contact/job.

    Is there any kind of script the developers can run to generate all documents and images and put them in a folder to be download where I can http or ftp them.

    2 votes
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    Viewed  ·  0 comments  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  4. Add "Workflow type" as a Column option for invoice Reports

    The ability to select a Workflow type on an invoice report.

    1 vote
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    0 comments  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  5. Report Totals (all)

    For all:

    Please provide running totals at the bottom of the reports. I currently have to total them as a sum in excel.

    1 vote
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    Viewed  ·  0 comments  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  6. Sort Contacts/Jobs Reports by Stage

    User would like the ability to sort his contact and/or job reports by the stage they are in. Currently you cannot sort by stage.

    1 vote
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    Viewed  ·  0 comments  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  7. Add Wildcards to Reports

    The ability to search with a wildcard, or part of a condition. I.E, if searching for the Note "JobNimbus," reporting will only show a note that says "JobNimbus" verbatim with nothing else rather than searching for a note that includes JobNimbus at any point in the note or starts with JobNimbus.

    1 vote
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    Viewed  ·  0 comments  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  8. Reports based on Scanned documents entered

    We scan checks and put copies under the documents tab in jobnimbus. The document Type we enter is "Checks" then we save it. I want to be able to run a report to see all the "Checks" that have been put into jobnimbus for a specific date range.

    1 vote
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    Viewed  ·  0 comments  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  9. Build Custom Summary Reports

    I run task reports in order to pay our contractors. But I have to export the data, pull it into Excel, and create a pivot table to figure out how much to pay each contractor. I really wish I could build a task custom report where I could add filters (date, task type, assigned to, etc) and get a summary in JN. It would be even better if I could add additional parameters, such as how much we pay per task so the summary would include the amount I am paying each contractor for that period of time.

    1 vote
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    Viewed  ·  0 comments  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  10. Ability to recover deleted reports/have them tracked in the activity log

    User would like a way to recover deleted reports as well as have those deletions be tracked in the activity log

    1 vote
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    Viewed  ·  0 comments  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  11. 3 votes
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    1 comment  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  12. Ability to Bulk Change Status in Reports

    The ability to bulk edit a group of contacts/jobs in custom reports

    1 vote
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    Viewed  ·  0 comments  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  13. Days since Start date or Invoice date

    I have a custom report that shows Start date and Invoice Date (custom field not QuickBooks) of a job. I would like to be able to add a column that tracks how many days since start date and how many days since invoice date. I currently export the report to excel, add the additional columns and type in the days formula. I would love to be able to see this without having to download and adjust the report every time.

    1 vote
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    Viewed  ·  0 comments  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  14. Add "Internal Notes" as a Column option in Reports

    Add "Internal Notes" as a Column option in Reports

    1 vote
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    Viewed  ·  0 comments  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  15. Split Related Contact and Related Job Info into two separate columns on reports rather than together as Related Records

    By keeping them together you are unable to group things like invoices into together by contact. How else are we able to look and see how much business we have done with a specific contact?

    2 votes
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    0 comments  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  16. Attachment Category Report

    Need to create reports based on Attachment Category type

    2 votes
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    0 comments  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  17. Edit fields shown in report

    Any record showing a field should be able to edit that field.

    Example: making calls and changing status' on records shown in the report. Then you can refresh and continue working!

    Example: Adding and modifying addresses in records on report.

    1 vote
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    0 comments  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  18. 2 votes
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    0 comments  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  19. Note Report for customers

    We are able to customize reports for almost anything EXCEPT including 'notes' in a contact report, or an activity report that includes 'assigned to' option. Created by and assigned to are almost always different in our company. If you can at least add a 'notes' in the drop down for adding a column, would be perfect!

    2 votes
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    0 comments  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  20. an option to remove the time from date created on reports

    I want the option to remove the time created from reports.

    1 vote
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