Dashboard & Reports
46 results found
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Clickable Board Titles
It would be great to be able to click on the board title and get a list of the jobs in that status so that we can easily see everyone in that status and export/print the list. If we could still click on a job that would be great too. I am constantly trying to build reports for this but it would be SUCH a major time saver if we could just click on the board titles.
5 votes -
Pull a report that allows you to see email activity - Opened Emails, Bounced Emails, Etc.
I would like to have the ability to pull reports that shows the status of client emails. We have tons of clients in the system and automated emails. We would like to pull a report to see which clients have opened them, not opened, or bounced in order to follow up accordingly.
14 votes -
Searching by signature date in Doc. report
Ability to filter a document report by signature status and date like the estimates report. Currently, the signature filter is not setup to detect fully signed documents dates. The report blanks out no matter what date range you set it to. It would be great to use this filter to find date signatures using the new signature feature.
3 votes -
Ability to combine report types into one.
Ability to combine reports types into one would be very helpful.
4 votes -
Grouped Reports - Collapsing Groups
When I have a report grouped with calculations, when I collapse the grouped area, it doesn't retain the calculations. It removes the totals & sums applied such as on an invoice report. I would like to be able to retain that information so that it is easier to view without all of the scrolling.
2 votes -
Have the option to bulk edit Work Orders
Need to make the bulk edit option available for Work Orders.
10 votes -
"Signature Status" column in document reports
In the documents on a contact there is a "Signature Status" column, but there's not a good way to track that in a document report. I wish it was a simple column we could add and filter by.
5 votes -
Saved reports editing access for non-admin users
Within JN, you cannot edit/save in the built-in report system unless you have allowed access to Account Settings and Built-in Reports, or created the report as that user.
I need staff (admins, supervisors, and other team members) to be able to edit reports created by superiors, but I have ZERO desire for them to have Account Settings access.
There is an ability to give someone access to the built-in report system. Why would there also be another access for them to be able to edit/save reports, especially when that is tied to the entire Account Settings?
4 votes -
Customize Custom reports
Have more formatting tools to customize custom reports. I want to be able to highlight rows/columns and even color code the lists as well.
7 votes -
Lead Time Reporting
I would like to be able to generate a report that tracks the amount of time it takes for a contact/job to go thru a Workflow from Lead to Paid and Closed. That will allow us to track how quickly we can complete a job.
17 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.
9 votes -
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.
4 votes -
Status Report
We'd like a way to create a report that tells us all the jobs that were in a status during a particular time frame. Currently the only workaround to this issue is to create an activity report with parent workflow filters that tell you jobs that moved into the status during a time frame. Not all jobs in the status.
6 votes -
View Past statuses in reports
I want to be able to pull up past statuses contacts/jobs have been thru even if they're no longer in that status
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
8 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.
11 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 -
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.
6 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
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