Dashboard & Reports
165 results found
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CC & BCC features in emailing
When can we have cc & bcc features in an email. They should be default features in all correspondence. Thank you.
17 votes -
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 vote -
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 vote -
Custom Fields on Estimates that transfer to Work Orders and Invoices
We need the ability to add custom fields on an estimates such as a product color, payment terms or some other detail that can be either optional or mandatory (so the sales rep doesn't forget). That field should also be possible to be added to the estimate that the customer sees. It should also carry over to the work order and invoice with the option to make it visible to the customer.
You can add a "special note" or an 'internal note" but it needs to function more like the work order fields.
1 vote -
Materials vs Labor budget report
It would be great if I could get a report showing Material costs vs Labor costs based on budgets.
6 votes -
Have "OR" logic for Board Filters
It would be nice to have the ability to filter boards with "AND" but also "OR" logic.
1 vote -
The ability change the way that reports are ordered / organized
Example: We have an "Open Jobs Report" with all of our different job status' for currently open jobs. The issue is, in order to use this report; we have to constantly scroll up and down throughout the page because we can't put the job status' in the proper order on the report. They can only be alphabetically ordered.
I've attached a picture for a better explanation.
We would like to see
-Tear off in progress
-Tear off complete
-Materials delivered
-ect.all in order!
3 votes -
Report Breakdown From Sales Dashboard
It would be amazing if you could click on the reports on the sales dashboard and have it take you to a report of all of the items that make up the graph you're looking at. For example- you look at a sales reps numbers on the revenue leaderboard and if you click on the bar for that sales rep it shows a report of all of the customers included in that number.
It would be helpful if this feature applied to all of the graphs on the sales dashboard.
4 votes -
Thread in Notes
In Notes;
It'd be great to have a thread or comment feature to a post to continue the subject, or comment to the note, so we can keep one subject in one thread to keep it going.
8 votes -
PIE CHARTS
We need PIE CHARTS!! To see sales and invoices and leads. to see it at a glace in color codes would be AWESOME and make our life easier. You already have the ability to make these reports but to see them in color at a glance would be awesome.
6 votes -
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 vote -
Deleted Payments on the activity report
It would be very nice to have the ability to see deleted payments on a custom activity report.
2 votes -
search
Partial search in list status. Currently I have to type the exact name of the status for the item I want added as a list in the board. I should be able to type any part of the text in the status name and it display a list of statuses that match.
1 vote -
cmcguire@edgerailandscreen.com
It would be nice to run an estimate report and a city report combined. it would also be nice for the sales dashboards to match the estimate approved/invoiced reports. Our totals are completely different from report to the dashboard.
1 vote -
Full Individual Job Report
I want to be able to click in a job and produce a job report of just that job that shows all notes, estimates, invoices and payments for that job. It would also be good to be able to see at least the titles and/or counts of any documents or attachments uploaded to that job. It would be REALLY great to be able to see the overview of the job from Lead to Paid. Does something like this exist?
4 votes -
Other team member's emails as pull down menu from email feature
99.99% outgoing email, we want to include our team members in the correspondence. If they are not assigned to the job, we have to type their email address manually.
Can we please have our team member's emails as a list in a pull down menu from email feature so we do not have to type them manually each time. They do not need to be included as "Assigned member" (so they do not get tagged in every single communication) but if a supervisor or manager level needs to be included, it'd be nice to be able to cc or bcc…
5 votes -
A way to flip through the material orders with the arrow keys on the Material orders report
A way to flip through material order in the report without having to click on each individual one (without having to go back to the report)
A way to flip through the material orders with the arrow keys
2 votes -
Ability to create line item report
Please include the ability to report on line items. This would be helpful when trying to track work order items that have been completed since it would be exportable to Excel or Csv.
3 votes -
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.
3 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.
11 votes
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