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Reporting / Analytics

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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 8 months ago in New Email Features & Email Browsing / 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 10 months ago in Log Style Reports / Project Directory 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 over 1 year ago in Detail Report Templates / UI User Interface Enhancements 2 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 over 1 year ago in BI Summary Dashboards / Detail Financial Analytic Reports 1 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 about 1 year ago in Detail Financial Analytic Reports / Prime Contracts / Projects (Active and Inactive) / UI User Interface Enhancements 4 Future consideration

Simplification of Reporting vs Analytics

Are there any plans to simplify Reporting vs Analytics? It is very cumbersome and not very friendly. There currently is not resource available (that I have found) from a training perspective or webinar to build reports. There are features availabl...
Dawn Parents 5 months ago in Reporting / Analytics 2 Unlikely to Implement

"Estimate Title" Bookmark for Detail Report Templates

We have clients who build out multiple Estimates on Leads and right now they would like to use "Estimate Title" as a bookmark for identifying the estimate used in the Detail Report Template because "Project Title" is the same for all the Estimates.
Guest 4 months ago in Detail Report Templates / Proposals, Reports, Logs, Exports 1 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 9 months ago in Contracts and Procurement Workflow / Log Style Reports 0 Future consideration

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 over 1 year ago in Reporting / Analytics 1 Future consideration

Add Ability to export a complete submittal (including the actual submittal pages, not just the cover sheet

We would appreciate if a full submittal PDF could be generated from Sage including the content of the attached submittal file, not just the cover sheet
Guest over 1 year ago in Detail Report Templates / Submittals 0 Future consideration