Dashboard & Reports
178 results found
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Update Start Date Filter on Job Report
When creating a Job report in Classic Reports, I set the start date to be between 10/01/23 and 10/31/23. When doing so, none of the jobs that start on 10/31/23 show up. Changing it to 11/1/23 will then allow the 10/31/23 jobs to show. It's only showing jobs literally between those dates, and not including those dates. Can we get this updated to include those dates as well?
1 vote -
on boards show parent city option for work orders
On the work order dashboard it would be nice if you could see/have the option for the the "Parent City". So it would be nice to see the city that on the boards for work orders.
1 vote -
Pre-populating fields when creating a report
Reports using filters based on Job Fields should pre-populate the Job Fields that were entered. You should not have to manually type in each field you have already entered when you created them. See pictures- first one is what I see when I try to make the report (staircase already there because I manually typed). Second picture shows all of the different types of "scope of work" that we have entered (list is not completed). It is a hassle to manually type in each one to the report (and has to be identical to the way it is written on…
1 vote -
Trade Reporting
Currently the only way to identify a Contact or Job with the a specific trade is to use "Tags". Ex. Roof Inspection, Roof Replacement, Roof Repair. We want to be able to track our sales data between the different trades (Gutter, Roofing,Siding) but also between replacement and repair service lines of business. These are normally two different sales process with sales numbers we would like tracked similarly to how easy it is to know the revenue and gross margin differences between Commercial and Retail job types.
The Legacy reporting system has the option to add tags to custom reports but…
1 vote -
Reports on Team
I would like to be able to run a report that gives me a list of all active users, and their information, such as which location they are assigned to, their phone number, and email. Ideally, I would like to include what position or department they are in too, but I dont see any way to include that type of information in a users profile. There are very limited fields available. Its odd that contacts have a decent amount of customization, but was not applied to users. I think this would be crucial for larger companies to have especially. If…
1 vote -
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.
30 votes -
Team Oversight - Insights
I’d like our entire team to be able to see the hard numbers of the whole company in Insights to drive competition, but if they are a limited access user & not a group manager, they don’t have the ability to drill down to see other users’ jobs
1 vote -
Better Sales Reports
We need to be able to run better sales reports. Closing radio and NSLI are important metrics that are missing from the reports feature.
8 votes -
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 vote -
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 vote -
Change sale rep in profit reports to match the contact and job!
Currently when running profit reports, the original sales rep is listed. Our company occasionally needs to switch sales rep. Although the contact and job is updated with correct information the reports show the old sales rep. This is very confusing when trying to demonstrate sales rep performance with revenue and profit .
1 vote -
Real Time Google Sheets Sync
I wish my data could sync in real time with Google Sheets. That way I could create automated metrics that combine data from QuickBooks, JN, and my GPS tracking. Right now we are tracking manually and it's time consuming.
14 votes -
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 votes -
Automated Reporting
wanting to add a feature for automated reporting where someone can set (for themselves or on behalf of other users) a certain report to kick out at a desired interval via file (PDF, Excel, etc.).
10 votes -
Common fields to link reports
I would like to combine data included in multiple reports but currently cannot do so without a lot of manual manipulation. For example, I would like to analyze timing of customer payments by pulling both a payment report and an invoice report, however there is no common field to combine the two reports. The "related" field is almost the same, however changes slightly depending on the report.
5 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 -
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!
4 votes -
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
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