Skip to Main Content
Sage Construction Management Ideas Portal
ADD A NEW IDEA

Reporting / Analytics

Showing 47

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 9 months ago in Feature Settings / Log Style Reports 2 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 11 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 11 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 12 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 about 1 year 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 about 1 year 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 about 1 year ago in BI Summary Dashboards / Detail Financial Analytic Reports 3 Future consideration