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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 11 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 11 months ago in Reporting / Analytics 1 Future consideration

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 11 months ago in Reporting / Analytics 0 Already exists

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 12 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 about 1 year 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 over 1 year 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 over 1 year ago in BI Summary Dashboards 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 over 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 over 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 over 1 year ago in BI Summary Dashboards / Detail Financial Analytic Reports 3 Future consideration