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Dashboard & Reports

91 results found

  1. Make changes to records from report

    I would like to make changes to my original record (contact/job, etc) from the actual custom report instead of having to edit the original record

    1 vote

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  2. 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

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  3. 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

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  4. Filter a specific Vendor "Item" on an Estimate Report

    We want to know if we got quoted with a certain vendor of ours. Our vendors typically have price increases and we would like to look to pull all the clients we quoted with a specific Vendor "Item". So we can inform of the price increase, etc. It would be great if it would be possible to create a report based on items used in an estimate.

    1 vote

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  5. Better Lead Reports

    We're trying to create a report that tells us all leads that came in last year and how many of those ended up in the paid & closed status. I can't find a great way to do this with my custom reports.

    2 votes

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  6. 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.

    3 votes

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  7. Improve street address line filter

    Be able to just put a street name into a filter and have it pull all jobs on that street name that are paid and closed or just filter a street name without a status is fine too.

    2 votes

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  8. Movable Custom Reports Function

    Would like to be able to change the position of reports once they are created. As of now your order is limited to when you put them in. For instance If I wanted to label my positions 1-10, If I added 8 before 3, my reports would be out of order.

    Thank you.

    3 votes

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  9. Sort reports by Stage

    I want to be able to sort my custom Contact/Job reports by stage. I can filter, but I can't sort.

    1 vote

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  10. Page view, Contact view report count

    A way to pull a report on a users viewing activity. When a page has been viewed. Also, when a Contact has been viewed and by whom.

    1 vote

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  11. "or" filters in reports

    I have a report that I would like to have an "or" filter on. Basically it would pull contacts created between two dates OR between two other dates. These are two separate date fields, so I would like to be able to specify "and" or "or" between different types of filters.

    1 vote

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  12. A way for reports to be sent to Google drive?

    My thought is that if I can send multiple reports to google sheets, then I can have my key info be able to sent to a main page with all of my KPI's on it.

    2 votes

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  13. 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

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  14. Show invoice balance for each contact on contact reports

    Implement a contact report that has the option to show the invoice balance for each contact.

    3 votes

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    Viewed  ·  0 comments  ·  Custom Reports  ·  Admin →
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  15. View more than 10 rows on reports

    Sometimes you just need to pull up a report and see everything on one page. It's inconvenient to have to try and guess which page info is on when you should be able to see everything on page.

    1 vote

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    0 comments  ·  Custom Reports  ·  Admin →
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  16. 1 vote

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  17. Payment Report filter for Workflow Type

    The ability to filter payment reports by workflow type of the parent contact or job.

    5 votes

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  18. Report to know what clients have paid the most (total) this year and also which clients we did the most jobs (invoices) for.

    I would like to pull a report to know what clients have paid the most (total) this year and also which clients we did the most jobs (invoices) for. This would be extremely useful to have in the future.

    2 votes

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  19. Add the address as a filter option in a payment report

    I customized a payment report that I filter out for my sales rep. I need to added the customer's address. I want to create mail outs to the customers who have paid. Currently, the only option is to manually enter each job number to create labels. To have the address as a filter option, would be helpful in our day to day workflow.

    2 votes

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  20. Ability to add "days in status" to an estimate report

    We'd like to have the option to have a column that tells us how long an estimate has been open, rather than just adding a count at the bottom of the report.

    1 vote

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