Report Quality
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Mason Eades
There needs to be a rework done on the reports system.
- All data should be able to be sifted through, not just a few data points (including job & client tags)
- Need to be able to sift through "and" & "or" when categorizing with multiple data qualifiers
- Need to be able to delete or transfer old data categories when no longer used. (I still have old job sources that I no longer use to bring in jobs in the way when I try to see reporting)
Chris Holmes
There are so many reports that any business would use that are simply not available. We should not have to export data, then reformat it, and drop into excel and build charts. We should be able to build custom charts that allow us to see in graphical chart format monthly revenue over time, compare this month to same month last year, etc. we should also be able to click on the report data and drill down to the data that makes those totals. For example if you look at job sources and it shows 5 open jobs, I should be able to click the “5” and view those jobs. If they just built a custom report generator or even partnered with a report application that dumped the data and let us create whatever reports we need, that would be something that every other enterprise application would have!
The Gutter Captain
Mason Eades Agreed! Also need to be able to extract more than 1 year's worth of data! Last time I checked, we can't.
Chris Holmes
I agree, reports need a complete redesign and we should be able to build reports on all fields including custom fields.
Diane Temmen
Chris Holmes: How many times can we ask this? If I put data into the system, I apparently need to be able to search and create reports on that data! Why would I need the field otherwise??
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Mason Eades
Or should be able to merge old ad sources into new ad sources