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

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

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

1 VOTE

Report/Schedule

As discussed with Dave, See attached files of a report one client is looking for. In particular they want to have the schedule dictated by percent complete which is figured by using square footage of work completed versus budgeted square footage o...

Guest 3 months ago in Detail Financial Analytic Reports / Reporting / Analytics / Schedules (Gantt Chart) 0 Future consideration

2 VOTE

PROPOSED STOCK LOG REPORT: Be able to print an entire project directory with: Company Name, Contact Name, Phone Number, Type (cell, office, etc.) and email address of every contact on the project without having to look them up individually.

Why is it useful? Can you imagine printing every individual sub out, one at a time, on individual pages? No, we need a simple complete list. It should also be able to include permit numbers and inspection request phone numbers.

Guest 7 months ago in Log Style Reports / Project Directory 1 Future consideration

3 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

Add to the available docusign tags

Docusign tags available for custom report templates are limited to Signature, Date, and Initial. The person's name and position have to use a, regular static Sage tag. Often the person signing a subcontract is not the primary contact for the compa...

Marc Macialek over 1 year ago in Detail Report Templates / eSign (including DocuSign) 0 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 about 1 year ago in Compliance / Detail Report Templates 0 Future consideration

4 VOTE

Global Dashboard

Global dashboard for Project manager, owner, and etc.

Guest over 1 year ago in BI Summary Dashboards / UI User Interface Enhancements 0 Future consideration

4 VOTE

Financial Report Toggle for Tax or No Tax

Not all reports can be generated without Tax. In Canada, we do not include tax in job cost reporting. So when tax is included in the revenue reports, but not in the cost reports, it causes confusion and/or lots of messing around in Excel to get al...

Guest over 1 year ago in BI Summary Dashboards / Detail Financial Analytic Reports 0 Future consideration

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