Reporting / Analytics

A mail merge field for "RetainTotal" needs to be added to the merge table options for "PrimeInvOriginalItems" and "Change order (CO) Summary" Only current retainage fields exist and our architects check this column to make sure it matches the tota...

We need a report for single project and multiple projects report that shows the total contract value, the prime invoices to date, the amount paid to date and the balance to bill.

Many client want to make simple or detailed customization to analytic reports.

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...

It has been requested from several clients to have the ability to directly print a PO CO. Can this please be considered for enhancement like other detail report templates exist today?

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...

Currently, PO COs are able to be created, however, the Detailed Report to print and send to vendor for signature is not complete. Comments are pulling from original PO and not PO CO items. Also, there is no signature field. Is this something that ...

Create a Report that Allows for viewing/printing the Major Material Deliveries on a Daily Log in Order to see items received before the bill arrives from the vendors. This could substantially impact the visibility of Production Units if Clients co...

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.

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...