Dashboard & Reports
166 results found
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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 -
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 -
Show invoice balance for each contact on contact reports
Implement a contact report that has the option to show the invoice balance for each contact.
3 votes -
View more than 10 rows on reports
Sometimes you just need to pull up a report and see everything on one page. It's inconvenient to have to try and guess which page info is on when you should be able to see everything on page.
1 vote -
1 vote
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Payment Report filter for Workflow Type
The ability to filter payment reports by workflow type of the parent contact or job.
5 votes -
Updated By" Filter on Activity Reports
In Activity reports, create an "Updated by" Filter. Currently when someone creates a note, you can see who created the note in the activity report but someone can go in and edit that note (as long as they have the right access) and it wont show up in the activity report.
1 vote -
Report to know what clients have paid the most (total) this year and also which clients we did the most jobs (invoices) for.
I would like to pull a report to know what clients have paid the most (total) this year and also which clients we did the most jobs (invoices) for. This would be extremely useful to have in the future.
2 votes -
System Activity Report
User is looking for a cycle time report to see how long it takes each individual job through their pipeline. He can see system activity under the contact but that cannot be pulled in via a report.
4 votes -
Add the address as a filter option in a payment report
I customized a payment report that I filter out for my sales rep. I need to added the customer's address. I want to create mail outs to the customers who have paid. Currently, the only option is to manually enter each job number to create labels. To have the address as a filter option, would be helpful in our day to day workflow.
2 votes -
Ability to add "days in status" to an estimate report
We'd like to have the option to have a column that tells us how long an estimate has been open, rather than just adding a count at the bottom of the report.
1 vote -
Payment Report Filter for a specific status
The ability to filter payment reports by a specific status type.
1 vote -
Accounts Receivable
Need to be able to utilize the invoice feature under financials that we not only see the total revenue but also what is still outstanding per project.
1 vote -
Note Filters- When entering sequences of text, have filter locate the text match.
Customer would like to be able to have a searchable feature in reports. An example, when using a filter, if they search for a sequence, then it should be able to find the text match in the string.
3 votes -
Easier way to hide inactive team members on Sales Dashboard
I want an easier way to filter out inactive team members from the Sales Dashboard
2 votes -
Work Order Reports/Add amount section
Ability to have an amount column in the work order reports and the ability to add a calculation to those columns for accurate tracking.
2 votes -
Merge Saved Reports
Would like a way to merge reports such as a budget report and a job report to make one report that can be used.
4 votes -
Export Built-In Reports to Excel or PDF
I would like to export built in reports to excel or pdf format
4 votes -
Add Column- "Assigned to" in an Invoice report
Be able to have the option to add a column, to display who an invoice got assigned to, in a custom Invoice report.
1 vote -
Sold Date and Custom Reprts
I would love the ability to pull data from all fields that are collected by JobNimbus or add filters to built-in reports.
For instance, I can create a custom report and pull data on when the job was created, but not for the date it was sold. But that timestamp is used for a built-in report by JobNimbus so the data is there. So would love to either create a custom report and pull from all data fields or be able to put filters on built-in reports.
This would help so much with determining sold rate for lead sources, cost…
3 votes
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