Dashboard & Reports
165 results found
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Have the option to bulk edit Work Orders
Need to make the bulk edit option available for Work Orders.
5 votes -
Make changes to records from report
I would like to make changes to my original record (contact/job, etc) from the actual custom report instead of having to edit the original record
1 vote -
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
6 votes -
Custom Report Filter for "Date Stage Changed"
The ability to filter reports by the date stage changed like the date status changed filter does.
9 votes -
customer type in invoice and estimate reports
when creating an estimate and invoice report, having customer types (residential vs commercial) is essential to the types of stats we want to keep track of.
1 vote -
Filter a specific Vendor "Item" on an Estimate Report
We want to know if we got quoted with a certain vendor of ours. Our vendors typically have price increases and we would like to look to pull all the clients we quoted with a specific Vendor "Item". So we can inform of the price increase, etc. It would be great if it would be possible to create a report based on items used in an estimate.
1 vote -
Attachment Report
Would like to generate a report that lists all attachments
2 votes -
Better Lead Reports
We're trying to create a report that tells us all leads that came in last year and how many of those ended up in the paid & closed status. I can't find a great way to do this with my custom reports.
2 votes -
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.
3 votes -
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.
4 votes -
Improve street address line filter
Be able to just put a street name into a filter and have it pull all jobs on that street name that are paid and closed or just filter a street name without a status is fine too.
2 votes -
Movable Custom Reports Function
Would like to be able to change the position of reports once they are created. As of now your order is limited to when you put them in. For instance If I wanted to label my positions 1-10, If I added 8 before 3, my reports would be out of order.
Thank you.
3 votes -
Sort reports by Stage
I want to be able to sort my custom Contact/Job reports by stage. I can filter, but I can't sort.
1 vote -
Page view, Contact view report count
A way to pull a report on a users viewing activity. When a page has been viewed. Also, when a Contact has been viewed and by whom.
1 vote -
"or" filters in reports
I have a report that I would like to have an "or" filter on. Basically it would pull contacts created between two dates OR between two other dates. These are two separate date fields, so I would like to be able to specify "and" or "or" between different types of filters.
1 vote -
A way for reports to be sent to Google drive?
My thought is that if I can send multiple reports to google sheets, then I can have my key info be able to sent to a main page with all of my KPI's on it.
2 votes -
8 votes
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Include Estimate count in Sales Pipelie
I want to be able to see the number of estimates created within a given time along with the total dollar amount
2 votes -
Add an option to a Jjob report to view a related contacts email
A way to pull the Primary Contact's Email into a Job Report. Have an option such as "Related email" under the "Add Column" section.
1 vote -
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.
5 votes
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