Dashboard & Reports
50 results found
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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 votesMerged with other ideas, fixed, or declined.
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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 voteMerged with other ideas, fixed, or declined.
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1 vote
Merged with other ideas, fixed, or declined.
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Payment Report filter for Workflow Type
The ability to filter payment reports by workflow type of the parent contact or job.
5 votesClosing out due to age of request, that it was fixed, or that it won't be implemented. Cleaning up our votes to make sure we are focusing on the greatest impact.
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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 votesMerged with other ideas, fixed, or declined.
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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 votesMerged with other ideas, fixed, or declined.
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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 voteMerged with other ideas, fixed, or declined.
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Note Filters- When entering sequences of text, have filter locate the text match.
Customer would like to be able to have a searchable feature in reports. An example, when using a filter, if they search for a sequence, then it should be able to find the text match in the string.
3 votesMerged with other ideas, fixed, or declined.
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Work Order Reports/Add amount section
Ability to have an amount column in the work order reports and the ability to add a calculation to those columns for accurate tracking.
2 votesClosing out due to age of request, that it was fixed, or that it won't be implemented. Cleaning up our votes to make sure we are focusing on the greatest impact.
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Merge Saved Reports
Would like a way to merge reports such as a budget report and a job report to make one report that can be used.
4 votesMerged with other ideas, fixed, or declined.
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Add Column- "Assigned to" in an Invoice report
Be able to have the option to add a column, to display who an invoice got assigned to, in a custom Invoice report.
1 voteMerged with other ideas, fixed, or declined.
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Sold Date and Custom Reprts
I would love the ability to pull data from all fields that are collected by JobNimbus or add filters to built-in reports.
For instance, I can create a custom report and pull data on when the job was created, but not for the date it was sold. But that timestamp is used for a built-in report by JobNimbus so the data is there. So would love to either create a custom report and pull from all data fields or be able to put filters on built-in reports.
This would help so much with determining sold rate for lead sources, cost…
3 votesMerged with other ideas, fixed, or declined.
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Filter Reports to See when Estimates were Signed
It would be very helpful if we could filter reports so that we can see the exact that our estimates were signed. That is not a possibility right now.
3 votesMerged with other ideas, fixed, or declined.
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Job Report- Improve the name filter option
Using the Name filter under a job report, the user would like to be able to just type in part of the job name and to have JobNimbus be able to pull all the jobs, that have that word in name.
3 votesMerged with other ideas, fixed, or declined.
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1 vote
Merged with other ideas, fixed, or declined.
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Report filter by team member to have "Select All" option
When filtering by "Created By" I would like a "Select All Team Members" optiion
1 voteMerged with other ideas, fixed, or declined.
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"Address Info" column in contact reports should not include phone numbers
The column labeled "Address Info" in a contact report includes the phone numbers. There could be a "Phone Numbers" column where all phone #'s are listed, but address & phone number should not be listed together.
This is important for mailing purposes. We need just the address (and the whole address) in 1 cell in excel to make this efficient. After exporting, we're having to manually delete the phone number(s) from each address cell.1 voteMerged with other ideas, fixed, or declined.
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have clean dates export from reports to excel
When exporting a report that contains a date column to an excel or csv, it does not export this column as a clean date. Currently customer needs to configure the column through a formula to get a clean date.
1 voteMerged with other ideas, fixed, or declined.
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Report Printing and Report Emailing
Save a custom report as a PDF, so that it could be emailed to those on the team. Also, an option to be able to print the custom report.
1 voteMerged with other ideas, fixed, or declined.
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Report Filter for Email Type.
The ability to filter a report by the type of email their customers have. (Gmail, yahoo, etc.)
1 voteMerged with other ideas, fixed, or declined.
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