Reporting / Analytics

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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 7 months ago in Contracts and Procurement Workflow / Log Style Reports 0 Future consideration

1 VOTE

Daily Log Reports

Currently the system only allows you to run reports for a single week or month at a time. Can you create a report that combines logs from several weeks or months to avoid having to generate multiple reports?

Guest about 2 months ago in Daily Log (Daily Report) / Log Style Reports 1 Already exists

8 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 over 1 year ago in Reporting / Analytics 1 Future consideration

1 VOTE

labor time cards with no billable information

Could you please bring back the “Labor Timecards Grouped by Prime Contract, Job Cost Code, and Employee” report — the version that does not include employees’ billable information? I used this report frequently, and it was very helpful for trackin...

Guest 2 months ago in Labor Timecards / Log Style Reports 0 Already exists

6 VOTE

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 about 1 year ago in BI Summary Dashboards / Detail Financial Analytic Reports / Log Style Reports 0 Future consideration

2 VOTE

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 5 months ago in Detail Report Templates 1 Already exists

5 VOTE

Add Project Specific Locations for job cost reporting purposes

Currently, project specific locations can be used on an estimate only. However, it would be nice to copy these locations to the project side via the contract admin setup wizard. This would facilitate a new set of job cost reports by location.

Norman Wendl about 1 year ago in Detail Financial Analytic Reports / Locations / Prime Contract Setup Wizards (Includes Project Setup Wizard) 4 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 about 1 year ago in Reporting / Analytics 0 Future consideration

7 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 over 1 year ago in BI Summary Dashboards / Detail Financial Analytic Reports / Tax 1 Future consideration

1 VOTE

"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 3 months ago in Detail Report Templates / Proposals, Reports, Logs, Exports 1 Future consideration

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