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Reporting / Analytics

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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

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 10 months ago in Log Style Reports 1 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 5 months ago in Detail Financial Analytic Reports 0 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 10 months ago in Feature Settings / Labor / Craft Codes / Labor Timecards / Log Style 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

Project Analytics Filtering

We need the ability to look at project data over defined spectrums, for instance a PM for a team. This filter capability is vital to have in the project analytics module.
Mike Just 6 months ago in Reporting / Analytics 1 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 7 months ago in Accounting Link for Sage Intacct / Log Style Reports 0 Future consideration

labor hours report

Perhaps you can make it a standard report. I’m sure that it will be useful to all of your users that don’t have ADP or Sage (with the ability to export to those platforms). This report shoudl cum the PTO, Regular, Overtime etc hours by employee. s...
Guest about 1 year ago in Labor Timecards / Log Style Reports / New Product Integration 0 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 8 months ago in Detail Report Templates / RFI 0 Future consideration