Dashboard & Reports
50 results found
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Allow most recent note to be a column
Allow most recent notes to be added as a column - specifically for when calling old leads
1 voteThis has been an infrequent ask, so with current priorities, it will not be added at this time, but will be considered if additional requests are made.
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Please make reports more usable.
Currently to look at budgeted expenses paid , invoiced and payments separate reports are required and to be merged in excel. Allow the reports to be built from scratch with the various components. A simple report such as Client Name, Address, Budget expenses, Invoiced amount and Payment amount would be so beneficial!
1 voteThis has been an infrequent ask, so with current priorities, it will not be added at this time, but will be considered if additional requests are made.
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Ability to filter by who created the lead between JN and QB
Example: "We have leads created by employees and by QuickBooks (past jobs from newly active customers). Because of this we have leads/jobs created by Quickbooks that are included in the Insights report and sales dashboard with no way to filter them out. It’s a pain but at least in Classic Reports I can add a filter to only give me records created by each employee which leaves off the QuickBooks created jobs/leads."
2 votesThis has been an infrequent ask, so with current priorities, it will not be added at this time.
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Work Order Totals on Reports
It is imperative that I am able to run a report that shows all the current work order price totals and the grand total. When I create a work order, that work order is added to on a daily basis until the job is complete. Many jobs last for several days or weeks, or even months. I need to know the value of all those open work orders, and the easiest way is to have them show in a report just like the invoice reports. I have so much pending income in work orders, yet I have no way of…
1 voteThis has been an infrequent ask, so with current priorities, it will not be added at this time, but will be considered if additional requests are made.
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Report to view activity on a report
A way to track activity on a report such as who edited the report and what changes they made.
1 voteThis has been an infrequent ask, so with current priorities, it will not be added at this time, but will be considered if additional requests are made.
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Have "OR" logic for Board Filters
It would be nice to have the ability to filter boards with "AND" but also "OR" logic.
1 voteThis has been an infrequent ask, so with current priorities, it will not be added at this time, but will be considered if additional requests are made.
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Need a report that shows each commission breakdown by job, NOT by total commission per related contacts.
Need to be able to filter all reports by job and/or contact, especially: budget and invoices. Essentially, the budget page we see in an individual but a report of it for ALL jobs.
1 voteThis has been an infrequent ask, so with current priorities, it will not be added at this time, but will be considered if additional requests are made.
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Changing Pages on Reports
When on a custom report, and you change the page you're viewing on the report, it keeps you at the bottom of the report instead of redirecting you to the top of the page. This causes the user to have to scroll all the way to the top of the page anytime they change the page on a report.
4 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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Pull American Institute of Architects reports
The ability to pull American Institute of Architects reports.
1 voteWill not be added in the foreseeable future.
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naturalForms fitler for reports
Add a field on reports for "Sent to natural forms" or something similar to easily track what information was used on naturalForms docs.
1 voteClosing 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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TO GET REPORT FROM CUSTOM NOTE TYPE
We created a Note type "Production Notes".
Tried to create a WO report to pull only those notes, and filtered using the "TYPE" column, selected the custom type to be the only one pulled, but the code did not recognize the list of type that we have. It's pulling different names of activity types.
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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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 voteClosing 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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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 voteClosing 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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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 votesVery specific use case that has not been widely requested
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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 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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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 voteMerged with other ideas, fixed, or declined.
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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 voteMerged with other ideas, fixed, or declined.
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"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 voteMerged with other ideas, fixed, or declined.
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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 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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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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