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Reporting / Analytics

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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 about 2 months ago in BI Summary Dashboards / Detail Financial Analytic Reports / Prime Contracts / Subcontracts 4 Future consideration

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 4 months ago in Reporting / Analytics 0 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 7 months ago in BI Summary Dashboards / Detail Financial Analytic Reports / Tax 1 Future consideration

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 8 months ago in Cost Plus With GMP / Cost Plus Without GMP / Log Style Reports 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 9 months ago in Detail Report Templates / UI User Interface Enhancements 1 Future consideration

Inactivate detail word templates

The ability to deactivate detail word templates for templates in which a Client does not want their users to be able to access
Adam Clark 11 months ago in Detail Report Templates / Templates & Reports 2 Future consideration

Printing reports for multiple projects in a single job format.

Hello! Can you guys add a feature for multi-project reporting that prints each job by open/closed and project field instead of automatically rolling them all together? It would save time from having our admin staff print the individual job reco...
Guest 3 months ago in Detail Financial Analytic Reports / Feature Settings / Log Style Reports 0 Future consideration

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 2 months ago in Detail Financial Analytic Reports / Locations / Prime Contract Setup Wizards (Includes Project Setup Wizard) 0 Future consideration

cross project reports that total by cost code

I would love to be able to view reports of specific cost codes that total across all cost codes for a certain amount of time, such as a calendar year. It would be nice to know how much we spent/billed out on a certain item, etc.
Guest 4 months ago in Log Style Reports 1 Future consideration

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 about 2 months ago in Compliance / Detail Report Templates 0 Future consideration