Custom Reports

How Do I Create an Email Inbox From a Custom Report?

Through the use of specific filters, you can create a report of only inbound emails, similar to your typical inbox.

On this page:

The following demonstration excludes automated emails.

To create a report that includes ALL email activity, check out this article.

Video Guide 

Step-by-step Instructions

Within the JobNimbus Web App:

  • Navigate to the Insights tab and select Classic Reports.

    Reports JobNimbus 2023-11-21 at 12.35.09 PM
  • Click on Create Report next to "My Saved Reports" and select Create Activity Report from the drop-down.

    Screenshot 2023-12-20 at 2.24.51 PM

  • Select "Add Filter" and choose Activity Type from the drop-down.

  • Click into the "Select Activity Type(s)" field and choose Email from the options that appear.
  • Check the box next to "Exclude empty records".
  • Hit Apply.

  • Add another filter for Created By.

  • Select the radio button next to "Any of these team members".
  • Click into the "Select Team Member(s)" field and choose every single user from the drop-down that appears.
  • Check the box next to "Exclude".
  • Hit Apply.

  • Add another filter for Activity Source.

  • Select the radio button next to "At least one of these (OR)".
  • Check the box next to "Exclude".
  • Manually type the following codes into the field. Press enter/return on your keyboard after each one:
    • system_automation_contact
    • system_automation_job
    • system_automation_task
  • Hit Apply.

Once you've applied each of these filters, you can remove columns you don't need.
A few examples include:

  • Created By
  • Is Status Changed?
  • Parent Workflow

Be sure to keep the "Note" column.

Add columns 
for any additional information you want to see at a glance.
Examples include:

  • Date Created (when the email was received)
  • Related (shows what record is associated with the email)

When you are finished creating the report, reference this article to learn how to add it to your  Classic Dashboard.