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Reporting / Analytics

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Revenue Forecasting

Clients have expressed wanting better revenue forecasting within SCM. They would like to see the expected revenue for future months, pull in the expected revenue from active projects and the expected revenue from active leads based on the estimate...
Michelle Moffatt 17 days ago in Reporting / Analytics 0 Needs review

Mergefield PrimeInvOriginalItems

For Original Contract Items Retainage Total
Matthew Carlisle 4 months ago in Detail Report Templates 2 Future consideration

Change default templates to custom templates

When selecting the template on a PO, Subcontract, etc., many times this is customized to client specifications. It would be great if there was a way to change the default to these custom templates, so that when user selects the Report, their custo...
Jo Steiner 11 months ago in Detail Report Templates / UI User Interface Navigation 6 Future consideration

Audit Log Enhancement

It would be great if we could run a report that shows the audit log of changes or additions to records in the system. Currently, we have to drill down into the record to view who added it/changed it. I'd like the capability to run a report with al...
Jo Steiner about 1 year ago in Reporting / Analytics 1 Future consideration

Allow scheduled reports to be emailed

Clients should be able to select a contact/ user and have a report prebuilt/ filtered and then schedule that report to run and then send (via email) to the designated contact. This would help automate their reporting and communication standards.
Patrick Sheppard 5 months ago in New Email Features & Email Browsing / Reporting / Analytics 0 Future consideration

Simplification of Reporting vs Analytics

Are there any plans to simplify Reporting vs Analytics? It is very cumbersome and not very friendly. There currently is not resource available (that I have found) from a training perspective or webinar to build reports. There are features availabl...
Dawn Parents 2 months ago in Reporting / Analytics 2 Unlikely to Implement

Information Shown on PDF of Project Directory

Can email addresses be added to the pdf/"report" of the project directory?
Genevieve E 7 months ago in Log Style Reports / Project Directory 0 Future consideration

Ability to remove "Default" from reports dropdown

We need the ability to remove default from the list of reports with we have created a custom report. This is especially important for contracts, we have had contracts created without our legal language because a PM accidentally used your default r...
Kenani Brandon over 1 year ago in Detail Report Templates / UI User Interface Enhancements 2 Future consideration

Ability to view Actual Cost-to-Date Overview on Project Home or Procurement page

It would be very very useful to be able to view ALL costs to date on a project in the same manner one can view the invoiced-to-date, without having to dig through a plethora of complicated reports or analytics that almost work but don't. It is not...
Audrey Peebles 10 months ago in Detail Financial Analytic Reports / Prime Contracts / Projects (Active and Inactive) / UI User Interface Enhancements 4 Future consideration

WIP report

The WIP report embedded in the WIP dashboard needs to be an analytic report on the list by itself please.
Sue Parker over 1 year ago in BI Summary Dashboards / Detail Financial Analytic Reports 1 Future consideration