Sage Construction Management Ideas Portal
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Reporting / Analytics

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Add Revenue Budget For Pending CPR to Financial API

Customer is requesting a report that gives them a financial summary overview of every project similar to the attached. Currently pending CPR's are not available to be used in the API v2
Jack Speshock 5 months ago in BI Summary Dashboards 0 Future consideration

Add comparison of client bid vs the awarded contract price

Having a running tally will assist us in gauging what we need to do to improve our numbers moving forward.
Guest 6 months ago in Estimating Items / Log Style Reports / Prime Contracts / Proposals, Reports, Logs, Exports 0 Future consideration

Daily Log Summary by Year & Week by Employee

Daily Log summary by Year & Week we would like to see it for all jobs and have a choice of by contact (employee) or by project
Debbie Idzik 6 months ago in Daily Log (Daily Report) / Detail Report Templates 0 Future consideration

Pending Subcontract Report

FLS Subcontract Items Grouped by Prime, Status and Division with the status as PENDING, we would like to see a report for all jobs showing ALL PENDING subcontracts
Debbie Idzik 6 months ago in Log Style Reports / Subcontracts 1 Future consideration

Analytics Horizontal Scroll

Modify the bottom scroll bar on the reports so that when you zoom in on the report the bar stays on the page and you no longer have to scroll down to adjust the L to R scroll bar.
Michael Miller 6 months ago in BI Summary Dashboards / Detail Financial Analytic Reports 3 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 7 months ago in Detail Report Templates / Meetings / Safety Meetings 0 Future consideration