Skip to Main Content
Sage Construction Management Ideas Portal
Status Future consideration
Created by Guest
Created on Oct 21, 2024

Added Details to Checklist Reports

When running the report for a checklist, it leaves out details that are entered when creating the checklist (task assigned to _____, and due date).

This would be great to include in the report because we could send our Owner's a report showing tasks that they are responsible for and the deadline to complete these tasks.

Also, on this report, it has our Logo blown up really large and cropped to just a very small portion of our logo, which looks unprofessional. I am not sure what is wrong with the formatting of this, but please look into it.

  • Attach files
  • Admin
    David Holler
    Reply
    |
    Oct 24, 2024

    Samantha:

    Everything you mentioned can be achieved through a Custom Log Style Report. Would you mind finding a report as close to what you need, print the first page, markup anything you feel could be improved, and send that to us as a mockup attached to your idea, so we can see if this is something we can do. We also invite others to do the same. If we are editing a stock/standard report, we should make any changes that would benefit all of our users.

    Regarding the size of your logo, please consider Adjusting Logo Size as mentioned in this help topic. I feel the 300 DPI Logo looks best.
    https://help.sagecm.intacct.com/Content/Administration/Settings/CompanySettings/CompanySettings_Profile_UploadingCorporateLogo.htm