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Reporting / Analytics

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Printing of PO CO's

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?

Add reports and analytics to the favorites

Add reports and analytics to the favorites
Matthew Carlisle 3 months ago in Detail Financial Analytic Reports / Favorites / Lead Analytics & Reports 0 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 over 1 year ago in Detail Report Templates / UI User Interface Navigation 6 Future consideration

PO CO Detailed Reports

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 ...
Victoria Edenfield Hurd 5 months ago in Log Style Reports / PO CO, POCO, Purchase Order Change Order / Purchase Orders 0 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 over 1 year ago in Reporting / Analytics 2 Future consideration

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 6 months ago in Detail Financial Analytic Reports / Reporting / Analytics 2 Future consideration

Mergefield PrimeInvOriginalItems

For Original Contract Items Retainage Total
Matthew Carlisle 9 months ago in Detail Report Templates 2 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 10 months ago in New Email Features & Email Browsing / Reporting / Analytics / UI User Interface Enhancements 5 Future consideration

Reports Committed Cost Overview By Resource Type and Contract Invoice And Cost Overview - Filters

It would be very helpful if the reports Committed Cost Overview By Resource Type and Contract Invoice And Cost Overview included both filters: Include Pending Transactions Use Prime and Sub Invoice Gross If it is not possible to update the e...
Mylena Lopes 3 months ago in Detail Financial Analytic Reports 1 Future consideration

Multi-Project report for export status of accounting link objects

there should be a report in the system that allows users to be able to see each of the different objects that are able to export via the accounting link and what their current status is in. This would give clients an easy insight into the differen...
Patrick Sheppard 3 months ago in Accounting Links / Log Style Reports 2 Future consideration