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Dashboard & Reports

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91 results found

  1. "Signature Status" column in document reports

    In the documents on a contact there is a "Signature Status" column, but there's not a good way to track that in a document report. I wish it was a simple column we could add and filter by.

    4 votes

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  2. Lead Time Reporting

    I would like to be able to generate a report that tracks the amount of time it takes for a contact/job to go thru a Workflow from Lead to Paid and Closed. That will allow us to track how quickly we can complete a job.

    16 votes

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    Viewed  ·  1 comment  ·  Custom Reports  ·  Admin →
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  3. Saved reports editing access for non-admin users

    Within JN, you cannot edit/save in the built-in report system unless you have allowed access to Account Settings and Built-in Reports, or created the report as that user.

    I need staff (admins, supervisors, and other team members) to be able to edit reports created by superiors, but I have ZERO desire for them to have Account Settings access.

    There is an ability to give someone access to the built-in report system. Why would there also be another access for them to be able to edit/save reports, especially when that is tied to the entire Account Settings?

    3 votes

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  4. Filter invoice report by contact status

    Create the ability to make a custom report for invoices with a filter for contact status so I can filter the contacts in that status to see amount paid, balance due, etc.

    4 votes

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  5. Status Report

    We'd like a way to create a report that tells us all the jobs that were in a status during a particular time frame. Currently the only workaround to this issue is to create an activity report with parent workflow filters that tell you jobs that moved into the status during a time frame. Not all jobs in the status.

    6 votes

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  6. Report Folders

    Allow reports to be placed together in a folder or category -- for example, I would like to have a MONTHLY folder in which I can store all my monthly reports, or a WEEKLY Folder that stores all the weekly reports, a SALES folder that stores the sales reports, etc - instead of having 100 reports listed on the same report screen that you have to scroll through

    7 votes

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    0 comments  ·  Dashboard  ·  Admin →
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  7. More consistency with the sales dashboard

    The sales dashboard doesn't align with what I can pull up in my contact reports. We need these to be easier to customize and we need more consistency with the filters and usability of these.

    5 votes

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    0 comments  ·  Dashboard  ·  Admin →
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  8. Type Filter in Invoice and Estimate Reports

    Ability to filter by type on an invoice or estimate report would be helpful for easier and quick list creation of these.

    3 votes

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  9. View Past statuses in reports

    I want to be able to pull up past statuses contacts/jobs have been thru even if they're no longer in that status

    3 votes

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  10. Free range reports

    Be able to make any kind of customized report being able to include contact and job information. Including invoice amounts, Contact information, Job numbers, etc. Full free range of reports

    7 votes

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  11. Not all sales reps show on sales pipeline

    On the sales pipeline on the home screen, because we have over a certain number of sales reps, the Sales Pipeline only shows the name of every other sales rep. This defeats the purpose of quickly viewing how our sales reps are performing.

    2 votes

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  12. Custom Report Filter for "Date Stage Changed"

    The ability to filter reports by the date stage changed like the date status changed filter does.

    10 votes

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  13. Report Including Budget and Lead Sources

    I need to generate a report in which I can cross reference different status with budget and lead sources.

    Ideally I want to see how much revenue I generated for different status we have set up, specifically for each one of our sources.

    4 votes

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  14. Custom Report for both Contacts AND Jobs

    I would like to create a custom report to be able to pull all our contacts AND jobs into an Excel spreadsheet with ALL the information we have gathered thus far. Currently, I have to download 2 reports, one for the contacts and one for the jobs.  Then I have to figure out how to merge the two files into one.

    5 votes

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  15. Be able to track email replies in a report

    Customer would like a way to be able to track which clients have replied to his emails through a report. Currently you can filter by activity type, but does not appear to have a column or additional filtering for reply as the status.

    6 votes

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  16. 8 votes

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    1 comment  ·  Admin →
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  17. 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

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  18. Report for activity updates.

    The ability to pull a report for when the sales rep is updated on a contact.

    2 votes

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  19. Export as PDF REPORT

    We need option for PDF report

    6 votes

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  20. 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

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    0 comments  ·  Dashboard  ·  Admin →
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