Reporting / Analytics

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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

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 over 1 year ago in BI Summary Dashboards / Detail Financial Analytic Reports / Log Style Reports 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

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 over 1 year ago in Reporting / Analytics 0 Future consideration

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

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 6 months ago in Detail Report Templates 1 Already exists

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 over 1 year ago in Cost Plus With GMP / Cost Plus Without GMP / 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 3 months ago in Daily Log (Daily Report) / Log Style Reports 1 Already exists

4 VOTE

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 about 1 year ago in BI Summary Dashboards / CO / CPR / Detail Financial Analytic Reports / SCO 2 Future consideration

4 VOTE

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 1 year ago in BI Summary Dashboards / Detail Financial Analytic Reports / Prime Contracts / Subcontracts 4 Future consideration

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