Sage Construction Management Ideas Portal
ADD A NEW IDEA

Reporting / Analytics

Showing 15 of 290

Display / Expose IsCC a field in vw_SubmittalRespondents

The View [dbo].[vw_SubmittalRespondents] should have a column displayed from Table DC_ CorrespondenceRespondents. While preparing a report to display just the submittal respondents, this report is also showing the members copied on the Submittal e...
Blesson Mannil 14 days ago in Reporting / Analytics 0 Planned

Pulling an Alerts Report

This way we can see a full list of all To Do items for each project. A way to QC ourselves and our teams.
Guest 12 days ago in Reporting / Analytics 0 Needs review

Estimated Percent Complete Entry Screen

From what I understand, when entering Estimated Percent Complete, this only impacts Labor and Equipment forecasting. It seems like the Estimated Percent Complete Details entry screen includes ALL cost codes, not just ones with labor or equipment h...
Adam Clark 26 days ago in Reporting / Analytics 0 Future consideration

Add Revenue Budget For Pending CPR to Financial API

Customer is requesting a report that gives them a financial summary overview of every project similar to the attached. Currently pending CPR's are not available to be used in the API v2
Jack Speshock 8 days ago in Reporting / Analytics 0 Needs review

WIP report

The WIP report embedded in the WIP dashboard needs to be an analytic report on the list by itself please.
Sue Parker 3 months ago in Reporting / Analytics 0 Needs review

all analytic reports should have the option without tax

All Sage CM customers in Canada, UK, Australia, NZ and others - DO NOT include GST - VAT as a Cost to a Job. This would also apply to Sage Intacct.
Ian Broadfoot 2 months ago in Reporting / Analytics 0 Needs review

Unpaid billed report for all bills and sub invoices

Please create a report showing all bills and sub invoices that have been billed to the client but not paid to allow easier approvals.
Debbie Idzik 3 months ago in Reporting / Analytics 0 Needs review

Add comparison of client bid vs the awarded contract price

Having a running tally will assist us in gauging what we need to do to improve our numbers moving forward.
Guest 26 days ago in Reporting / Analytics 0 Needs review

Financial Report Toggle for Tax or No Tax

Not all reports can be generated without Tax. In Canada, we do not include tax in job cost reporting. So when tax is included in the revenue reports, but not in the cost reports, it causes confusion and/or lots of messing around in Excel to get al...
Guest 3 months ago in Reporting / Analytics 0 Needs review

G702 & G703 Creation/ Custom Report Template

We use the G702 & G703. It would be nice to be able to create that in Sage CM for a specific prime invoice time period, not necessarily per prime invoice. Or be able in the custom report builder to have the G702 & G703 as a template to be ...
Trina Lapena 2 months ago in Reporting / Analytics 2 Needs review