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Reporting / Analytics

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Additions /Changes to Subcontract Status Types

It would be beneficial to either be able to customize or pick from preselected options that are more descriptive. For example, pending is very vague and doesn't give enough detail as to what is pending. A contract admin should be able to produce a...
Guest about 1 year ago in Feature Settings / Log Style Reports 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 about 1 year 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 about 1 year ago in Feature Settings / Labor / Craft Codes / Labor Timecards / Log Style Reports 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 over 1 year ago in Estimating Items / Log Style Reports / Prime Contracts / Proposals, Reports, Logs, Exports 0 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 over 1 year ago in Detail Report Templates / Prime Invoices 3 Already exists

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 9 months ago in Detail Report Templates 1 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 over 1 year ago in Labor Timecards / Log Style Reports / New Product Integration 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 10 months ago in Detail Financial Analytic Reports 0 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 10 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 10 months ago in Reporting / Analytics 1 Future consideration