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Detail Report Templates

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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 7 months ago in Detail Report Templates / Prime Invoices 3 Already exists

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 8 months ago in Detail Report Templates / Proposals, Reports, Logs, Exports 2 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 6 months ago in Daily Log (Daily Report) / Detail Report Templates 0 Future consideration

Meeting Minutes Report Template grouped by Category

Rather than having meeting items just list by order of entry it would group similar items together to make minutes more readable
Tim Smith 7 months ago in Detail Report Templates / Meetings / Safety Meetings 0 Future consideration