Dashboard & Reports
166 results found
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Filter Reports to See when Estimates were Signed
It would be very helpful if we could filter reports so that we can see the exact that our estimates were signed. That is not a possibility right now.
3 votes -
Job Report- Improve the name filter option
Using the Name filter under a job report, the user would like to be able to just type in part of the job name and to have JobNimbus be able to pull all the jobs, that have that word in name.
3 votes -
1 vote
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Export as PDF REPORT
We need option for PDF report
6 votes -
Report filter by team member to have "Select All" option
When filtering by "Created By" I would like a "Select All Team Members" optiion
1 vote -
"Address Info" column in contact reports should not include phone numbers
The column labeled "Address Info" in a contact report includes the phone numbers. There could be a "Phone Numbers" column where all phone #'s are listed, but address & phone number should not be listed together.
This is important for mailing purposes. We need just the address (and the whole address) in 1 cell in excel to make this efficient. After exporting, we're having to manually delete the phone number(s) from each address cell.1 vote -
Built In Reports- Be able to adjust for prior data
On built in reports, Revenue leaderboard. Customer would like to be able to go back to estimates that were supposed to be marked approved in prior months and have the reporting adjust to project those estimates to their corresponding months. Currently report will count them for current month but actually some were for prior months.
3 votes -
Activity Board filtered by person or showing all user activity and timing
It would be great to have an activity board showing notes and tasks completed by an employee or by all employees. This would help streamline covering employee workload in the event of employees being sick with minimal time loss.
1 vote -
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 -
have clean dates export from reports to excel
When exporting a report that contains a date column to an excel or csv, it does not export this column as a clean date. Currently customer needs to configure the column through a formula to get a clean date.
1 vote -
Access to the database for inquires
To have some sort of access to the database that is the backend for the reporting in JobNimbus. Have an option to query it from JobNimbus (or the related backend).
1 vote -
Mass Edit/delete
After running a report, there should be a way to select multiple items/tasks/contacts (like a checkbox) then select mass edit/delete that will only effect those items.
1 vote -
Report Printing and Report Emailing
Save a custom report as a PDF, so that it could be emailed to those on the team. Also, an option to be able to print the custom report.
1 vote -
Report Filter for Email Type.
The ability to filter a report by the type of email their customers have. (Gmail, yahoo, etc.)
1 vote -
Eagle View Reports
Would like the ability to filter the reports that get sent from Eagle View to JobNimbus We are using the eagelview integration and seeing three reports come into each file when we pull and eagleview. There is a "json" formate, a "property owner" and another one which I forgot. We neither need the json or property owner report but the longer one.
2 votes -
Automate Status of customer based on Invoice amount
You can automate a customer status changin upon Invoice due amount being zero.
1 vote -
export and print custom reports on reports homepage
I can export and print on a separate page but on the home page it only shows edit, duplicate, and delete.
1 vote -
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....2 votes -
Break down invoice reports
Be able to see specifics on material costs and payments.
1 vote -
Built in reports- make custom fields reportable
Have custom fields reportable on the built in reports.
1 vote
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