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Reporting / Analytics

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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 9 months ago in BI Summary Dashboards / CO / CPR / Detail Financial Analytic Reports / SCO 2 Future consideration

Meeting Minutes Report Template grouped by Category

Rather than having meeting items just list by order of entry it would group similar items together to make minutes more readable
Tim Smith about 1 year ago in Detail Report Templates / Meetings / Safety Meetings 1 Future consideration

Global Dashboard

Global dashboard for Project manager, owner, and etc.
Guest about 1 year 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 about 1 year ago in Detail Report Templates / Proposals, Reports, Logs, Exports 2 Future consideration

Have project size be a bookmark in all detailed report templates OR have a size cost rate

I have some clients that like to display costs in cost per sf, which is possible only in the estimate detailed reports, due to the EstimateSize bookmark being present. Having the bookmark accessible in other reports or having a separate cost/sell ...
Sean Coffman 5 months ago in Detail Report Templates 1 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 11 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 11 months ago in Feature Settings / Labor / Craft Codes / Labor Timecards / Log Style Reports 0 Future consideration

Analytics that include Labor Bill Rates

We mark up our labor. I like to review job cost report with our mark up. The "committed cost overview By resource type" used to let you run the report with labor mark up. It no longer allows that. Can you add back in the option to run reports with...
ron colindres 6 months ago in Detail Financial Analytic Reports 0 Future consideration

Safety Dashboard

Prospects are looking for company wide dashboard on safety and additional reporting regarding the OSHA 300 logs. There should be at a minimum a multi-project report for safety incidents when needing to compile OSHA 300. Also should have multi-proj...
Sue Parker 6 months ago in Log Style Reports / Safety Incidents 1 Future consideration

Enable Analytical Reports to round to the exact penny.

It would be extremely helpful for reports to run to the exact penny. Right now everything rounds to the nearest dollar.
Guest 6 months ago in Detail Financial Analytic Reports 0 Future consideration