Dashboard & Reports
126 results found
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Lead Source MACRO, MICRO AND MORE MICRO
OK, many JN Support said it was possible. I want to know Macro what lead sources are the best "Past Customer" "Employee", Ect. Also would like to know Micro, " Past customer 1", "Past Customer 2" Ect. , "Employee 1", "Employee 2", Ect. And then even More Micro/ Refined what jobs went through and what Lead sources were the Best/ which lead should we focus on marketing too.
1 vote -
Activity Report - Contains Filter for Note Field
Previously, reports would allow you to pull an activity report and then apply a contains filter to the note field. Please reinstate this functionality.
1 vote -
Insights Showing Deleted Data
I would like it if Insights didn't reflect data for things that have been deleted.
4 votes -
1 vote
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Compare Years in Insights
I would like to compare multiple years in Insights side-by-side or on the same graph.
4 votes -
Add Notifications to the Home Page
It would be super helpful to have the ability to choose notifications to be on our homepage rather than just in the side column. Have it be an option like Jobs, Contacts etc
1 vote -
Take financials tab off contact page, keep in job only
To keep records from being entered under customer contacts and not in the appropriate job, option to remove financial tab from contact when jobs are enabled
7 votes -
Invoices with Insights
Include invoices as a filter with Insights
9 votes -
The ability to have cross reporting in JobNimbus.
The ability to have cross reporting in JobNimbus.
8 votes -
Thread in Notes
In Notes;
It'd be great to have a thread or comment feature to a post to continue the subject, or comment to the note, so we can keep one subject in one thread to keep it going.
56 votes -
Better Sales Reports
We need to be able to run better sales reports. Closing radio and NSLI are important metrics that are missing from the reports feature.
13 votes -
Insights Filter - Groups
It would be nice to filter Insights via Groups.
6 votes -
Automated Report Exporting in Classic Reports
wanting to add a feature for automated reporting where someone can set (for themselves or on behalf of other users) a certain report to kick out at a desired interval via file (PDF, Excel, etc.).
15 votes -
Real Time Google Sheets Sync
I wish my data could sync in real time with Google Sheets. That way I could create automated metrics that combine data from QuickBooks, JN, and my GPS tracking. Right now we are tracking manually and it's time consuming.
15 votes -
Materials vs Labor budget report
It would be great if I could get a report showing Material costs vs Labor costs based on budgets.
10 votes -
Common fields to link reports
I would like to combine data included in multiple reports but currently cannot do so without a lot of manual manipulation. For example, I would like to analyze timing of customer payments by pulling both a payment report and an invoice report, however there is no common field to combine the two reports. The "related" field is almost the same, however changes slightly depending on the report.
5 votes -
The ability change the way that reports are ordered / organized
Example: We have an "Open Jobs Report" with all of our different job status' for currently open jobs. The issue is, in order to use this report; we have to constantly scroll up and down throughout the page because we can't put the job status' in the proper order on the report. They can only be alphabetically ordered.
I've attached a picture for a better explanation.
We would like to see
-Tear off in progress
-Tear off complete
-Materials delivered
-ect.all in order!
4 votes -
Report Breakdown From Sales Dashboard
It would be amazing if you could click on the reports on the sales dashboard and have it take you to a report of all of the items that make up the graph you're looking at. For example- you look at a sales reps numbers on the revenue leaderboard and if you click on the bar for that sales rep it shows a report of all of the customers included in that number.
It would be helpful if this feature applied to all of the graphs on the sales dashboard.
5 votes -
Deleted Payments on the activity report
It would be very nice to have the ability to see deleted payments on a custom activity report.
4 votes -
PIE CHARTS
We need PIE CHARTS!! To see sales and invoices and leads. to see it at a glace in color codes would be AWESOME and make our life easier. You already have the ability to make these reports but to see them in color at a glance would be awesome.
8 votes
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