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Reporting / Analytics

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Mergefield PrimeInvOriginalItems

For Original Contract Items Retainage Total
Matthew Carlisle 23 days ago in Detail Report Templates 2 Future consideration

If the ItemCostCode is a mergefield item, then CostCodeDescription ought to be too

As part of building reports, I find that something like with CO Items I can refer to the Cost Code of an item but not the description of the cost code - where as in a detailed report like the prime invoice the cost code and description are both pr...
Sean Coffman 8 days ago in Detail Report Templates 0 Needs review

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 8 months ago in Detail Report Templates / UI User Interface Navigation 6 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 9 months ago in Reporting / Analytics 1 Future consideration

Information Shown on PDF of Project Directory

Can email addresses be added to the pdf/"report" of the project directory?
Genevieve E 4 months ago in Log Style Reports / Project Directory 0 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 about 2 months ago in New Email Features & Email Browsing / Reporting / Analytics 0 Future consideration

Workflow Stock Report

Can a workflow stock report be created? I created a custom report pulling in the two workflow data views but the WorkflowTransactionIfApprovers table only brings in the participants that have already approved, can the participants who are yet to a...
Michelle Moffatt 3 months ago in Contracts and Procurement Workflow / Log Style Reports 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 7 months ago in Detail Financial Analytic Reports / Prime Contracts / Projects (Active and Inactive) / UI User Interface Enhancements 4 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 about 1 year ago in Detail Report Templates / UI User Interface Enhancements 1 Future consideration

Date Filter on Analytics change

When choosing a custom date in analytics could there be an apply button after all settings are chosen. Currently you enter the From date and it goes and thinks about it and then you add the to date and it goes and thinks about it, then you click o...
Gaylene Underwood about 1 month ago in BI Summary Dashboards / Detail Financial Analytic Reports 0 Future consideration