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Reporting / Analytics

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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 8 months ago in Detail Report Templates / eSign (including DocuSign) 0 Future consideration

Reports that show linked vendors, customers, employees

Ability to run a report that shows which sage cm companies are linked to sage intacct vendors with sage intacct id. Similar to the linked vendor screen just in an exportable report
Jack Speshock 2 months ago in Accounting Link for Sage Intacct / Log Style 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 2 months ago in CO / CPR / Detail Report Templates 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 9 months ago in BI Summary Dashboards / Detail Financial Analytic 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 10 months ago in Detail Report Templates / Submittals 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 5 months ago in Log Style Reports 1 Future consideration

Separate/Itemize Burden Types in Custom Reports

Currently, all types of burden are lumped together and reported as one number. It would be great to be able to report various burden types (e.g. Workers Comp) with separate accumulators for each type of account-specific burden created in Feature S...
Matt Evers 5 months ago in Feature Settings / Labor / Craft Codes / Labor Timecards / Log Style Reports 0 Future consideration

Global Dashboard

Global dashboard for Project manager, owner, and etc.
Guest 9 months ago in BI Summary Dashboards / UI User Interface Enhancements 0 Future consideration

Add Option for Estimate Proposal Grouped by Location and Major

It would be helpful if you could also provide an option for Estimate Proposal Grouped by Location and Major, the same as you already have by Location and Division and Location and Job Cost Code
Audrey Peebles 9 months ago in Detail Report Templates / Proposals, Reports, Logs, Exports 2 Future consideration

RFI Detailed Report Bookmark When Schedule or Cost Impact is "To Be Decided"

When "To Be Decided" is selected for an RFI it populates as "False". We cannot send out an RFI that says "False" if we are asking for information that will give us direction on if there will be a cost or schedule impact. We need our paper trail to...
Kenani Brandon 4 months ago in Detail Report Templates / RFI 0 Future consideration