JobNimbus Feedback

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Dashboard & Reports

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  1. Sort by Status Order in Workflow

    When creating a workflow report, it's often best to group the results by status (which is easily done, thank you!). However, the sequence of the workflow (or the order in which the status is inputted into the report) should be preserved.

    Right now we're seeing later stages of the workflow first, because of the alphabetical ordering. (I've gotten around it by numbering my workflow, but it's an extra step I'd rather avoid.

    6 votes
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    Viewed  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  2. Inter-Related Reports / Deep Reporting

    For example, I wish I could create an invoice report and filter it by the contacts "job status".

    • Email Address on Job reports
    • Contact number on Job report
    • Job number(s) on Contact report
    • Contact/Job Type Filter on Estimate & Invoice reports
    • Job Status on Task Report

    31 votes
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    Viewed  ·  27 comments  ·  Flag idea as inappropriate…  ·  Admin →
  3. Folders for Reports

    Report folder to categorize make a lot of reports easy to access.

    8 votes
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    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  4. Print-Friendly Reports / Export to PDF

    Once a report has been run, there needs to be a 'print all' button that generates a single printable webpage that contains all of the results in the report. For example. if the report had 322 records in the result set, the print version webpage should have 322 records in it and when printed, look formatted for A4 page(s).

    58 votes
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    Viewed  ·  15 comments  ·  Flag idea as inappropriate…  ·  Admin →
  5. Note(s) Column on Reports

    Be able to add to a report "last 2 notes" or "notes in the last week"

    8 votes
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    Viewed  ·  3 comments  ·  Flag idea as inappropriate…  ·  Admin →
  6. Scheduled and emailed reports

    For example you can create a report and have it run and emailed to a desired email every Friday

    14 votes
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    Viewed  ·  4 comments  ·  Flag idea as inappropriate…  ·  Admin →
  7. Duplicate Report/Save Report As

    Ability to take a custom report and save as or duplicate, that way if you want a similar report with some of the same filters and columns you can easily make it without having to create a report from scratch.

    Replicate a report or copy report.

    20 votes
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    4 comments  ·  Flag idea as inappropriate…  ·  Admin →
  8. Collapsible Dashboard Items

    When I go to DASHBOARD, it defaults to MY TASKS, no problem with that, MY TASKS shows a list of minimum 10 tasks, but, it's still very long on my page. Please make the categories collapsible. Refer to my screenshot --> https://www.screencast.com/t/MMdsO6NdVJVv

    4 votes
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    Viewed  ·  1 comment  ·  Dashboard  ·  Flag idea as inappropriate…  ·  Admin →
  9. Admin Dashboard - Tasks, Projects

    A dashboard for Admins or specific high levels that gave you information on all tasks / projects for all people on your team. Filterable options make it easy to see different information. Specifically shows overdue tasks and allows for a quick click to see the details on outstanding items. Love this dashboard idea.

    3 votes
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    1 comment  ·  Dashboard  ·  Flag idea as inappropriate…  ·  Admin →

    This dashboard looks pretty good! I will say, admins can already see the information you mentioned on their dashboards by creating reports and then customizing their dashboards to show those reports there.

    If you need help setting this up, our support team can help! Just email support@JobNimbus.com and they’ll get right on it.

    …but we can do better with how the dashboard is laid out and how it presents info before you set anything up. I’ll pass this on to our dev team so they can add it to the ideas they already have for improving the dashboard. Thank you!

  10. 1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  11. 17 votes
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    1 comment  ·  Dashboard  ·  Flag idea as inappropriate…  ·  Admin →
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