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Reporting / Analytics

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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 about 1 year ago in Cost Plus With GMP / Cost Plus Without GMP / Log Style Reports 0 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

Date Filter on Analytics change

When choosing a custom date in analytics could there be an apply button after all settings are chosen. Currently you enter the From date and it goes and thinks about it and then you add the to date and it goes and thinks about it, then you click o...
Gaylene Underwood 3 months ago in BI Summary Dashboards / Detail Financial Analytic Reports 0 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 9 months ago in Compliance / Detail Report Templates 0 Future consideration

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

Added Details to Checklist Reports

When running the report for a checklist, it leaves out details that are entered when creating the checklist (task assigned to _____, and due date). This would be great to include in the report because we could send our Owner's a report showing tas...
Guest 7 months ago in Checklists / Log Style Reports 1 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 11 months ago in Detail Financial Analytic Reports / Feature Settings / Log Style Reports 0 Future consideration

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

Add "Finish Date With COs" field from Prime Contract to available bookmarks in document templates.

We would like to be able to pull the "Finish Date with COs" field from the Prime Contract module into the Detail Report Templates as a bookmark. This is especially useful for us on our CO template as we would like to have an updated Finish date ba...
Dario Tomic 8 months ago in CO / CPR / Detail Report Templates 0 Future consideration

Upload updated Word and Email templates instead of having to delete and redo

Any time you update a template you have to delete the existing one and upload a new one where you have to rechoose the Feature and redo the name of the template. It can become quite time consuming where it might just be a small update to the templ...
Tim Smith 9 months ago in Detail Report Templates / UI User Interface Enhancements 1 Future consideration