Dashboard & Reports
76 results found
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8 votes
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Ability to limit access to custom reports.
Wants to ability to change the access to the custom reports so people are not able to view certain types of reports that are created.
5 votes -
Report for activity updates.
The ability to pull a report for when the sales rep is updated on a contact.
2 votes -
Export as PDF REPORT
We need option for PDF report
6 votes -
An indication that the sales rep is inactive from the sales reps drop down in sales dashboard
It would be great if there was some time of indication on the sales dashboard that the sales rep is inactive from the sales rep selection. I have 3 reps with the same name and 2 of them are inactive, yet all 3 of them still show in the drop-down selection
3 votes -
Budget Report Filtered by Trades
We should be able to pull a budget (profitability report) filtered by the trade.
I don't have a way of seeing how my different trades are performing.
Ex: roofing,windows, siding....3 votes -
Choose between Invoice data and Estimate data on Sales Dashboard
We'd like data on the Sales Dashboard to come from the total of the invoice rather than the estimate, because the two are rarely the same and we can glean much more useful and actionable business intelligence from the former.
18 votes -
Tracking jobs, closing rates for company and per rep, average ticket
Making it more user friendly to run reports
3 votes -
reports
Needing to track average ticket and closing rates and making it more user friendly
3 votes -
Tagged Notes appear on Dashboard
Any notes that my name is tagged in to show up on my dashboard
4 votes -
Include Activity in Contact Report
Would like to have the option when exporting Contact list into CSV to include activity for Contacts as well.
5 votes -
Job Report should include approved estimates
In the Job Report, you currently have the option to include the amount of the last estimate. However, that isn't necessarily helpful if the last estimate is not the one that was approved. You should be able to include the total of ALL approved estimates in order to get some perspective on the value of the project. Thanks
2 votes -
Set a default display on the My Tasks dashboard report
Would like to see the option to set the default for which Tasks are displayed on my dashboard
2 votes -
Report columns for job type, service type, assigned...
Add column options on the report to allow you to pull job type, service type, assigned to (PM) and subcontractor.
3 votes -
All Closing-Ratio Reports are highly inaccurate.
ALL REPORTS HAVING ANYTHING TO DO WITH CLOSING RATIOS (THE NUMBER OF ESTIMATES PRESENTED, DIVIDED BY THE NUMBER OF THOSE ESTIMATES THAT TURNED INTO A SALE) ARE HIGHLY INACCURATE.
Your current report formulas correctly count all the estimates presented within the specified date-range, BUT, and this is the crux of the matter: it only counts jobs which were signed-up or became jobs during that same date-range, and ignores the jobs that were signed-up after the specified date-range of the report, even though they were originally estimated within the specified date-range of the report.
Most contractors, including my company, do a…
6 votes -
Ability to run Report on all jobs and how long they stayed in a certain status
For example: We want to know on average how long jobs are staying in QC Inspection status.
Right now, I can report on the jobs specifically in that status, but I want a way for even if they are not in the status currently.
Basically the length of time between status changes. (Which I know you can see when you go into a job's system activity - but I want to run a report on this).
21 votes -
More Bulk Edit Options for Reporting
Would like to bulk edit any type of information for a custom report. I.E., if doing a custom contact report. All of the fields that do not make a customer unique should be bulk editable. Currently you can edit the assignee, sales rep, status, and type of contact. But you can't edit bulk edit things like the location or the lead source.
17 votes -
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.
14 votes -
Job pipeline report based on estimate status
We usually have multiple estimates under a job, using a couple to work up numbers which are then rolled into one estimate which actually get sent to the customer. This renders the Jobs/Sales pipelines useless, because it pulls in estimates which were created last, but which were just in-house tools. Would be super nice to be able to view the pipeline based on ESTIMATE STATUS instead of just most recent estimate.
15 votes -
Ability to Download all photos/documents without having to download per contact/job.
Is there any kind of script the developers can run to generate all documents and images and put them in a folder to be download where I can http or ftp them.
16 votes
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