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Reporting / Analytics

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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 5 months ago in Detail Report Templates / UI User Interface Navigation 6 Future consideration

Have project size be a bookmark in all detailed report templates OR have a size cost rate

I have some clients that like to display costs in cost per sf, which is possible only in the estimate detailed reports, due to the EstimateSize bookmark being present. Having the bookmark accessible in other reports or having a separate cost/sell ...
Sean Coffman 9 days ago in Detail Report Templates 1 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 5 months ago in Reporting / Analytics 0 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 4 months ago in Detail Financial Analytic Reports / Prime Contracts / Projects (Active and Inactive) / UI User Interface Enhancements 4 Future consideration

Add Project Specific Locations for job cost reporting purposes

Currently, project specific locations can be used on an estimate only. However, it would be nice to copy these locations to the project side via the contract admin setup wizard. This would facilitate a new set of job cost reports by location.
Norman Wendl 4 months ago in Detail Financial Analytic Reports / Locations / Prime Contract Setup Wizards (Includes Project Setup Wizard) 4 Future consideration

Analytics that include Labor Bill Rates

We mark up our labor. I like to review job cost report with our mark up. The "committed cost overview By resource type" used to let you run the report with labor mark up. It no longer allows that. Can you add back in the option to run reports with...
ron colindres 28 days ago in Detail Financial Analytic Reports 0 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 10 months ago in BI Summary Dashboards / Detail Financial Analytic Reports 1 Future consideration

Forum for Shared Reports like Quickbooks

There is a lack of simple standard everyday use reports. Creating custom reports is a near impossible task unless you have hours to build them. Quickbooks has a "contributed reports" section where you can download and build off of other users crea...
Aimee Boehm 6 months ago in BI Summary Dashboards / Detail Financial Analytic Reports / Log Style Reports 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 11 months ago in Detail Report Templates / UI User Interface Enhancements 1 Future consideration

Making a detailed Audit Trail Report

This would allow me to see the exact changes that were made by each user that has access to certain steps in the billing process.
Guest 7 months ago in Reporting / Analytics 0 Future consideration