JobNimbus Feedback

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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. Ability to create a photo report

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

    2 votes
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    0 comments  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  3. Work Order Reports - Cost amount

    It would be great if you could add a column in the work order report to see the "cost" and "price" totals for each work order. Then we could print a report that calculates the total for the work order report for budgeting.

    3 votes
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    0 comments  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  4. 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.

    4 votes
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    0 comments  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  5. Expanded Grouping Options

    There are several columns that would be very useful to group by in reports that are currently unavailable as options. Especially relevant is grouping by Primary Contact on a Job report.

    1 vote
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    0 comments  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  6. Sort invoice reports by balance

    Currently you are unable to sort an Invoice report by the balance column. This seems like it would be the most important column to sort by.

    1 vote
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    0 comments  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  7. Activity report for attachments

    A way to run an activity report for attachments uploaded/deleted

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

    1 vote
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    0 comments  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  9. 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 →
  10. 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 →
  11. 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.

    2 votes
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    Viewed  ·  1 comment  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  12. 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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    Viewed  ·  0 comments  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  13. 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 →
  14. 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 →
  15. 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 →
  16. 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 →
  17. 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 →
  18. 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 →
  19. 3 votes
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    1 comment  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  20. 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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