Reporting / Analytics

Showing 43 of 573

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

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

1 VOTE

Added Details to Checklist Reports

When running the report for a checklist, it leaves out details that are entered when creating the checklist (task assigned to _____, and due date). This would be great to include in the report because we could send our Owner's a report showing tas...

Guest about 1 month ago in Checklists / Log Style Reports 1 Future consideration

6 VOTE

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 6 months ago in Reporting / Analytics 0 Future consideration

7 VOTE

Estimated Percent Complete Entry Screen

From what I understand, when entering Estimated Percent Complete, this only impacts Labor and Equipment forecasting. It seems like the Estimated Percent Complete Details entry screen includes ALL cost codes, not just ones with labor or equipment h...

Adam Clark 7 months ago in Reporting / Analytics 1 Future consideration

3 VOTE

Lien Waiver Status Reports

Can we add a reporting section for Lien Waivers, inclusive of Subcontract/Vendor, amount, whether signed or not, amount of payment.

Guest 3 months ago in Compliance / Detail Report Templates 0 Future consideration

2 VOTE

Upload updated Word and Email templates instead of having to delete and redo

Any time you update a template you have to delete the existing one and upload a new one where you have to rechoose the Feature and redo the name of the template. It can become quite time consuming where it might just be a small update to the templ...

Tim Smith 3 months ago in Detail Report Templates / UI User Interface Enhancements 0 Future consideration

1 VOTE

Line out Subcontract Change orders beneath the Subcontract in reports.

It would be very beneficial to have any subcontract change orders visible with in the subcontract. Specifically in the Reports Module, and report "Subcontract items grouped by Prime, Status and Cost Code. then you are able to see the entire picture.

Mike Just about 1 month ago in Reporting / Analytics 0 Already exists

6 VOTE

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

6 VOTE

Unpaid billed report for all bills and sub invoices

Please create a report showing all bills and sub invoices that have been billed to the client but not paid to allow easier approvals.

Debbie Idzik 9 months ago in Cost Plus With GMP / Cost Plus Without GMP / Log Style Reports 0 Future consideration

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