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Detail Report Templates

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Mergefield PrimeInvOriginalItems

For Original Contract Items Retainage Total
Matthew Carlisle 4 months ago in Detail Report Templates 2 Future consideration

Change default templates to custom templates

When selecting the template on a PO, Subcontract, etc., many times this is customized to client specifications. It would be great if there was a way to change the default to these custom templates, so that when user selects the Report, their custo...
Jo Steiner 12 months ago in Detail Report Templates / UI User Interface Navigation 6 Future consideration

Ability to remove "Default" from reports dropdown

We need the ability to remove default from the list of reports with we have created a custom report. This is especially important for contracts, we have had contracts created without our legal language because a PM accidentally used your default r...
Kenani Brandon over 1 year ago in Detail Report Templates / UI User Interface Enhancements 2 Future consideration

"Estimate Title" Bookmark for Detail Report Templates

We have clients who build out multiple Estimates on Leads and right now they would like to use "Estimate Title" as a bookmark for identifying the estimate used in the Detail Report Template because "Project Title" is the same for all the Estimates.
Guest about 1 month ago in Detail Report Templates / Proposals, Reports, Logs, Exports 1 Future consideration

If the ItemCostCode is a mergefield item, then CostCodeDescription ought to be too

As part of building reports, I find that something like with CO Items I can refer to the Cost Code of an item but not the description of the cost code - where as in a detailed report like the prime invoice the cost code and description are both pr...
Sean Coffman 4 months ago in Detail Report Templates 1 Already exists

Add Ability to export a complete submittal (including the actual submittal pages, not just the cover sheet

We would appreciate if a full submittal PDF could be generated from Sage including the content of the attached submittal file, not just the cover sheet
Guest over 1 year ago in Detail Report Templates / Submittals 0 Future consideration

Ability to create different formats for reports such as invoices

When using the unit billing contract type i want to be able to group items by owner cost code rather than by cost code. So, the ability to create a format for this invoice would be great.
Guest 4 months ago in Detail Report Templates / Prime Invoices 3 Already exists

Lien Waiver Status Reports

Can we add a reporting section for Lien Waivers, inclusive of Subcontract/Vendor, amount, whether signed or not, amount of payment.
Guest 11 months ago in Compliance / Detail Report Templates 0 Future consideration

Add to the available docusign tags

Docusign tags available for custom report templates are limited to Signature, Date, and Initial. The person's name and position have to use a, regular static Sage tag. Often the person signing a subcontract is not the primary contact for the compa...
Marc Macialek about 1 year ago in Detail Report Templates / eSign (including DocuSign) 0 Future consideration

Add "Finish Date With COs" field from Prime Contract to available bookmarks in document templates.

We would like to be able to pull the "Finish Date with COs" field from the Prime Contract module into the Detail Report Templates as a bookmark. This is especially useful for us on our CO template as we would like to have an updated Finish date ba...
Dario Tomic 10 months ago in CO / CPR / Detail Report Templates 0 Future consideration