Dashboard & Reports
34 results found
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Filter invoice report by contact status
Create the ability to make a custom report for invoices with a filter for contact status so I can filter the contacts in that status to see amount paid, balance due, etc.
3 votes -
Free range reports
Be able to make any kind of customized report being able to include contact and job information. Including invoice amounts, Contact information, Job numbers, etc. Full free range of reports
7 votes -
Custom Report Filter for "Date Stage Changed"
The ability to filter reports by the date stage changed like the date status changed filter does.
9 votes -
Report Including Budget and Lead Sources
I need to generate a report in which I can cross reference different status with budget and lead sources.
Ideally I want to see how much revenue I generated for different status we have set up, specifically for each one of our sources.
4 votes -
Custom Report for both Contacts AND Jobs
I would like to create a custom report to be able to pull all our contacts AND jobs into an Excel spreadsheet with ALL the information we have gathered thus far. Currently, I have to download 2 reports, one for the contacts and one for the jobs. Then I have to figure out how to merge the two files into one.
5 votes -
Ability to limit access to custom reports.
Wants to ability to change the access to the custom reports so people are not able to view certain types of reports that are created.
5 votes -
Export as PDF REPORT
We need option for PDF report
6 votes -
Budget Report Filtered by Trades
We should be able to pull a budget (profitability report) filtered by the trade.
I don't have a way of seeing how my different trades are performing.
Ex: roofing,windows, siding....3 votes -
Include Activity in Contact Report
Would like to have the option when exporting Contact list into CSV to include activity for Contacts as well.
5 votes -
Job Report should include approved estimates
In the Job Report, you currently have the option to include the amount of the last estimate. However, that isn't necessarily helpful if the last estimate is not the one that was approved. You should be able to include the total of ALL approved estimates in order to get some perspective on the value of the project. Thanks
2 votes -
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).
21 votes -
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.
17 votes -
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.
16 votes -
Commissions/Budget Report (Needs Column Customization Options)
I need the option to create a commissions report with options to customize columns, as I would with a contact report.
Currently, on the "commission" or "budget" reports, it does not allow me to add custom field options to identify who the lead setter was who sold the job and who the sales rep was that sold it. Additionally, the commissions report is lacking the back end calculation that the budget does as well.
We would like to streamline this process so that we can avoid human error.
12 votes
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