JobNimbus Feedback

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Dashboard & Reports

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  1. Reports filter with "or" logic

    setup a filter so the conditions are "OR" verse "AND" as a default. For example, I want to see all data in the next 7 days from two different dates fields.

    1 vote
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    0 comments  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  2. I need to generate a .CSV or Excel file for a single contact so I can insert field statistics into another excel spreadsheet.


    • Create a custom report and narrow down to a Single contact.

    • Generate CSV or excel file to incorporate into my spreadsheets or any other program I use.

    • Allows me to generate specialized repetitive reports.

    • This will void out me manually inputting info to generate multiple repetitive doc's simultaneously.

    OR alternatively
    * Allow me to create a customizable csv file with the ability to choose fields of my choice directly from open contact.

    1 vote
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    0 comments  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  3. More Robust Activty/Deletion Report

    We recently had an email template deleted, and it can't be retrieved like some record types can. We would like the ability to "undelete" templates, or at the very least, have a record available in an activity report about when it was deleted and by who.

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  4. Activity report for attachments

    A way to run an activity report for attachments uploaded/deleted

    3 votes
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    0 comments  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  5. Partial searching in an Activity Report by note content

    Currently the filter for note contents will not allow for partial searching. The filter needs to have the entire contents of the note for it to populate in the report.

    This limits this filter quite a bit and does not allow for searching for specific words that show up in notes.

    1 vote
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    0 comments  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  6. Sort invoice reports by balance

    Currently you are unable to sort an Invoice report by the balance column. This seems like it would be the most important column to sort by.

    2 votes
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    0 comments  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  7. Next or previous button inside a contact board

    When in a specific board and clicking on the first contact in that status, it sure would be great to have a next or previous button. That way you don't have to go out to the board and back into the next contact. It would help my office staff work their boards more easily.

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  8. A way to identify what team member created a custom report

    I would like there to be a way to identify which user created what report under 'my saved reports'

    1 vote
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    0 comments  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  9. Edit Status Catagories on Estimates

    It would great to be able to edit the status categories of an estimate. When tracking close percentages, seems like this would be the easiest field to run a report off of. If I could set the status to sale or no sale, and eliminate some of the choices, we would have very clear percentage of estimates given vs sold jobs.

    2 votes
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    1 comment  ·  Sales Reports  ·  Flag idea as inappropriate…  ·  Admin →
  10. Notifactions

    We need notification area where someone has emailed you get a notification on phone and job nimbus desktop. I can touch base more with a phone call.

    3 votes
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    0 comments  ·  Dashboard  ·  Flag idea as inappropriate…  ·  Admin →
  11. Accounts Receivables 30/60/90

    I think it would be great if we were able to run a 30/60/90 day report. This will greatly help us keep track of our delinquencies. Plus, in Minnesota, we have to file liens before the 120 day mark or we lose all lien rights. I wish the reports weren't so clunky.

    2 votes
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    0 comments  ·  Sales Reports  ·  Flag idea as inappropriate…  ·  Admin →
  12. PLEASE Get Rid Of The "Back To Board" Button/Link, Or Change Its Function

    The "Back To Board" button/link is poorly placed and pointless. Please either completely remove it OR change it to allow the user to step back to the previous page they were on, which is more intuitive.

    (whoever added this button/function please slap yourself)

    1 vote
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    0 comments  ·  Dashboard  ·  Flag idea as inappropriate…  ·  Admin →
  13. More customization on Dashboard View

    User would like more options to customize the dashboard. Currently, he can choose what features of the dashboard are visible, however, he cannot control how they are displayed. User would like a simple feature, such as being able to sort his tasks on the dashboard with the newest tasks on top. User is aware that he could use a custom report but does not want to lose the ability to check off tasks from the dashboard.

    4 votes
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    Viewed  ·  0 comments  ·  Dashboard  ·  Flag idea as inappropriate…  ·  Admin →
  14. Report on Contacts by Attachment Category

    I would like the ability to pull a report to see contacts by the specific Attachment Category for documents or photos they have in their file

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  15. Filter Option for Task Type or Attachment Type

    It would be helpful to have a Filter Option for Task Type or Attachment Type

    1 vote
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    0 comments  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  16. Activity report for deleted notes

    The ability to create an activity report for deleted notes. Currently,once a note is deleted, it is lost. You no longer have any trace of the note.

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  17. Folders on Dashboard

    I would like to be able to have folders so you can add similar items together and view on dashboard.

    1 vote
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    0 comments  ·  Dashboard  ·  Flag idea as inappropriate…  ·  Admin →
  18. Filter Invoice Report by Related Contacts Address

    Ability to filter Invoice Reports by the related contacts location.

    1 vote
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    0 comments  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  19. Show notes on the contact dashboard so when i'ts exported notes also appear.

    Show notes on the contact dashboard so when i'ts exported notes also appear.

    1 vote
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    0 comments  ·  Dashboard  ·  Flag idea as inappropriate…  ·  Admin →
  20. Export Built-In Reports

    User would like the ability to export built in reports; specifically the Sales Lead Source Report.

    4 votes
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    Viewed  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
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