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Reporting / Analytics

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Add reports and analytics to the favorites

Add reports and analytics to the favorites
Matthew Carlisle 12 days ago in Detail Financial Analytic Reports / Favorites / Lead Analytics & Reports 0 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 14 days ago in Detail Financial Analytic Reports 1 Future consideration

Ditch the Financials and Focus on the documents and correspondance

With Corecon being purchased by sage and now integrating with Sage's ERP's the financial portion is not necessary. The erps are excellent job and procurement management programs already, the financial management in SCM lost its value. Focus on mak...
Guest about 1 month ago in Correspondence / Detail Financial Analytic Reports / Documentation / User Interface 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 about 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 2 months ago in Log Style Reports / PO CO, POCO, Purchase Order Change Order / Purchase Orders 0 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 3 months ago in Detail Financial Analytic Reports / Reporting / Analytics 1 Future consideration

Mergefield PrimeInvOriginalItems

For Original Contract Items Retainage Total
Matthew Carlisle 6 months ago in Detail Report Templates 2 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 7 months ago in New Email Features & Email Browsing / Reporting / Analytics 0 Future consideration

Information Shown on PDF of Project Directory

Can email addresses be added to the pdf/"report" of the project directory?
Genevieve E 9 months ago in Log Style Reports / Project Directory 0 Future consideration