Dashboard & Reports
166 results found
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Tracking jobs, closing rates for company and per rep, average ticket
Making it more user friendly to run reports
3 votes -
reports
Needing to track average ticket and closing rates and making it more user friendly
3 votes -
1 vote
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Total Percent and Percent Of Calculations
Add Calculations : Percents in JobNimbus Reporting
1 vote -
Bulk Update Paid Status on Budgets
It would be really nice if we could go in and bulk update the paid status in a custom budget report. For instance, I have custom reports set up for each salesperson and instead of going into each profile and clicking "paid", it would be nice if we could bulk update that from the report - and then also bulk update the status as well. It would save so much time.
1 vote -
Tagged Notes appear on Dashboard
Any notes that my name is tagged in to show up on my dashboard
4 votes -
Choose between Invoice data and Estimate data on Sales Dashboard
We'd like data on the Sales Dashboard to come from the total of the invoice rather than the estimate, because the two are rarely the same and we can glean much more useful and actionable business intelligence from the former.
8 votes -
Dead space in dashboard reports
With new Update to Webapp there was a change to table spacing for reports in the dashboard. Now the reports look enlarged to fit in the table spacing of the report. The previous version was more condensed and easier to read. It would be helpful if this change was reverted or we had the options to set the sizing of the table to manipulate the view.
5 votes -
Include Activity in Contact Report
Would like to have the option when exporting Contact list into CSV to include activity for Contacts as well.
5 votes -
Disable or hide sales dashboard via access profiles
We do not have a need for the sales dashboard that was recently added and would like the option to be able to disable this feature or filter its access by certain access profiles.
5 votes -
2 votes
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Freeze Rows/Columns in Reports
If it's possible could you lock the top bar where it shows the columns so that as we scroll down we can still see the labels?
2 votes -
Report columns for job type, service type, assigned...
Add column options on the report to allow you to pull job type, service type, assigned to (PM) and subcontractor.
3 votes -
Meta audit log
Meta audit log, to track changes in JN and who made the changes
2 votes -
Job Report should include approved estimates
In the Job Report, you currently have the option to include the amount of the last estimate. However, that isn't necessarily helpful if the last estimate is not the one that was approved. You should be able to include the total of ALL approved estimates in order to get some perspective on the value of the project. Thanks
1 vote -
Adjust Column Height
It would be beneficial to have the option to adjust column height on reports & the dashboard.
2 votes -
Bulk Edit Tasks to Mark as Incomplete
Since there is a way to bulk edit tasks and mark them all as complete, the customer is requesting a way to also be able to mark the tasks as incomplete in bulk.
1 vote -
Sales Revenue Leaderboard
We would like to be able to change the sales revenue leaderboard to show estimate date instead of approved/invoiced estimates on the sales dashboard.
1 vote -
Save Place On Page when Editing Dashboard
I have several different reports on my dashboard and often times I have to scroll down the page to find the one I want. If I edit one of the items in that particular dashboard (modify the description), I would like for the system to return me to that dashboard. Oftentimes, I have multiple items to update and each time I have to continue to scroll down again for each update.
1 vote -
1 vote
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