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Insights Reporting

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find number of jobs under a community

not sure if there is a way to pull up a community and know the exact number of jobs we have in bolt there. I know we can pull year by year basis but communities spanning longer times than can be time consuming
Guest about 1 month ago in Insights Reporting 0 Not Reviewed

Create a dataset to that includes secondary supervisor

In many of our communities, there are multiple supervisors assigned per trade. Currently, Bolt Insights provides visibility into the primary supervisor, but there is no way to pull data on secondary supervisors from the existing datasets. Having a...
Torvis Wesley about 1 month ago in Insights Reporting 0 Not Reviewed

Insights report for non shipped material

For smaller companies that cannot currently afford enterprise but need a process for exporting materials needed to compare to their current stock. An insights report that shows the part number, description, qty's not shipping, and date range would...
Guest 3 months ago in Insights Reporting 0 Under Review

Add fields to Job Profit dataset in Bolt Insights

We'd like the ability to add work orders, work orer types, and work order completion date fields to the Job Profit dataset. The end goal is to track Job Profit by customer within a certain time period. The time period would be based on the trim wo...
Jordan Douthit 7 months ago in Insights Reporting 2 Under Review

Ability to send scheduled Insights reports as excel documents, not just pdfs

Everyone would benefit from this. Excel is very commonly used for reporting. Users now have to convert pdfs to excel when it is emailed to them which is a manual process, or they have to go into Insights and export the report which takes a while i...
Guest 10 months ago in Insights Reporting 0 Not Reviewed

Improve app so it does not function like 8 Special Olympians trying to jump hurdles

Its more like 4 of them are trying to jump the hurdles and keep face planting, 2 are trying to tie Velcro shoes and the other 2 are just chewing on the hurdles.
Guest 7 months ago in Insights Reporting 0 Not Reviewed

Add a field for "Inspection Notes"

Aside from the fields for "Work Order Notes" and "Crew Notes", it would be nice to have another field for "Inspection Notes".
Guest 9 months ago in Insights Reporting 0 Not Reviewed

Separate and unpivotted crew on Status Check Uncheck Dataset, and Work Orders Dataset.

This will be useful when generating reports for pivot tables for each crews, as well as use this as filter. Badly need to get the separated crew names, unpivotted dataset, for the current report I'm trying to build. Thanks.
Guest 9 months ago in Insights Reporting 0 Not Reviewed

State Drop Down Option (under Cities)

When adding a new city the state is currently typed in. Can it be added as a Drop Down instead? Some people use abbreviations vs spelling out entire city and it sometimes leads to duplicates & I think it would look nicer if it's all uniform.
Guest 10 months ago in Insights Reporting 0 Not Reviewed

Add HO, Builder, Rough By, Trim By info to the Status Check Uncheck Dataset

Please add homeowners info, Rough By, Trim By info from the WO dataset to the status check/ uncheck dataset.
Guest 10 months ago in Insights Reporting 0 Not Reviewed