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Reporting / Analytics

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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 7 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 7 months ago in Reporting / Analytics 1 Future consideration

G702 & G703 Creation/ Custom Report Template

We use the G702 & G703. It would be nice to be able to create that in Sage CM for a specific prime invoice time period, not necessarily per prime invoice. Or be able in the custom report builder to have the G702 & G703 as a template to be ...
Trina Lapena about 1 year ago in Detail Report Templates / Prime Invoices 3 Already exists

Line out Subcontract Change orders beneath the Subcontract in reports.

It would be very beneficial to have any subcontract change orders visible with in the subcontract. Specifically in the Reports Module, and report "Subcontract items grouped by Prime, Status and Cost Code. then you are able to see the entire picture.
Mike Just 7 months ago in Reporting / Analytics 0 Already exists

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

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 8 months ago in Accounting Link for Sage Intacct / Log Style Reports 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 9 months ago in Detail Report Templates / RFI 0 Future consideration

Add bookmarks that break out change order additions and deductions for prime invoices

Need bookmarks that would be able to populate these fields on a g702 like document.
Jack Speshock 12 months ago in Reporting / Analytics 0 Future consideration

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 about 1 year 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 about 1 year ago in Estimating Items / Log Style Reports / Prime Contracts / Proposals, Reports, Logs, Exports 0 Future consideration