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BI Summary Dashboards

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Allow for filtering/reorganization of Kanban style Lead View

We're excited to see the new Kanban view! Currently, the stages in KanBan style lead view are ordered alphabetically from right to left. Some users may prefer this ordering; however, I would prefer to have the stages in order of lead stage (ie. mi...
Carl Lyles 28 days ago in BI Summary Dashboards / Lead Stages / Leads (Active or Intactive) 2 Planned

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 5 months ago in BI Summary Dashboards / Detail Financial Analytic Reports / Log Style 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

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 9 months ago in BI Summary Dashboards / Detail Financial Analytic Reports / Tax 1 Future consideration

New CPR, CO and SCO Status Options

New Options in red. Revised CPR Status Options: Draft Pending Submission Pending Approved Not Approved Approved and Signed Revised CO Status Options: Draft Pending Submission Pending Approved Not Approved Approved and Signed Approved and Site Acti...
Norman Wendl 3 months ago in BI Summary Dashboards / CO / CPR / Detail Financial Analytic Reports / SCO 2 Future consideration

New Prime Contract and Subcontract Status Options

New Options in red. Revised Prime Contract Status Options: Draft Pending Submission Pending Approved Not Approved Approved and Signed Approved and Site Activity Complete Approved and Closed Revised Subcontract Status Options: Draft Pending Submiss...
Norman Wendl 3 months ago in BI Summary Dashboards / Detail Financial Analytic Reports / Prime Contracts / Subcontracts 4 Future consideration

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 9 months ago in BI Summary Dashboards / Detail Financial Analytic Reports 0 Future consideration

Global Dashboard

Global dashboard for Project manager, owner, and etc.
Guest 9 months ago in BI Summary Dashboards / UI User Interface Enhancements 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 7 months ago in BI Summary Dashboards 0 Future consideration

Analytics Horizontal Scroll

Modify the bottom scroll bar on the reports so that when you zoom in on the report the bar stays on the page and you no longer have to scroll down to adjust the L to R scroll bar.
Michael Miller 8 months ago in BI Summary Dashboards / Detail Financial Analytic Reports 3 Future consideration