• Votes

    6

    13-3 Report Writer Running Total Function

    Please add a running total function for calculated fields that can be used in report details section of Report Writer.
  • Votes

    6

    Set scheduled report to run on "Last" day of month.

    Allow scheduled reporting to be set for "last" day of month and/or last weekday of month.
  • Votes

    6

    Add account #'s to 2-8, Financial Report

    Other reports give you the option of printing with account #'s and report 2-8, does not. Would like to see that option here.
  • Votes

    6

    Cost to Complete - ability to enter negative amounts

    When entering amounts in the Cost to Complete module, we may have allowance items that have exceeded the budget at a given point in time. We will never show a loss for an ...
  • Votes

    6

    7-5 Scheduled Reports-Landscape legal; formatting errors

    There is a "communication glitch" between 7-5 scheduled reports and Adobe or pdf reports that we discovered when scheduling the 6-1-7-31 Over/Under Billings report to ...
  • Votes

    6

    Modify reports to be horizontal.

    I utilize the "modify report" process a lot and it would be really nice to be able to take a report that is portrait and make it horizontal so that I can get more columns ...
  • Votes

    6

    Add ability to create default directories for report PDFs

    I would like the ability to be able to default a directory for saving PDF copies of reports rather than having to navigate each time to the same folder. This is ...
  • Votes

    6

    Standard Hours Reports that Include Computed & Uncomputed Hours

    Please create standard hours reports for Work Orders/Jobs/Phases that include both uncomputed and computed hours, that also specify the hours type (reg/ot/dt/etc). Many ...
  • Votes

    6

    In 13-3 Report Writer, you may want to add option to change the size ...

    It would help if you can add the option to change the report size from a letter to legal to add more columns/fields for 9-5 Takeoff Report.
  • Votes

    6

    Update Search Criteria to show "Today's Date" for scheduled reports

    We don't want to have to go in and manually update scheduled reports to send at the day's current date. There needs to be a search criteria field that states Current ...
  • Votes

    6

    Global printing preferences

    It would be great if you could set global preferences per printer, so that you do not have to change from "High" on each report. For Example - I have several reports ...
  • Votes

    6

    Report Screens

    Need ability to have more than 1 print screen open at a time. Very cumbersome and time consuming to go back and forth.
  • Votes

    6

    Please return the drive window!

    Once again, after updating to 19.5.27 I am forced to go around and remove the report forms folder from many users. I save as shared but if the user has one locally the ...
  • Votes

    5

    Dashboard Cash Position

    Need to be able to add current asset accounts or delete current liability accounts the report picks up. For my example, Work-In-Progress (WIP) is made up of a current ...
  • Votes

    5

    Full access to data for reporting

    Access to all fields for reporting. An example would be the tmplte table. Excluding the _idnum field, there are six columns in this table. Only 2 are available for ...
  • Votes

    5

    there is no other report that would show the breakdown of payroll ...

    There is no report that would show the breakdown of payroll calculations for labor cost in a job. There may be a client request to provide the expenses on labor, medical, ...
  • Votes

    5

    Correct the Dashboard "Receivables Aging" to include invoices that are ...

    Any Owner or person monitoring the financial information - or forecasting needs to have the "Receivables Aging" dollar amount to include all A/R Invoices so that amount ...
  • Votes

    5

    Comparison Option - Notes

    Add a comparison option of "Contains" to the Notes field. (Same as the Description field). This would be helpful in searching the notes field in various reports.
  • Votes

    5

    Let ME tell the system where to look for reports!

    I just went through it again with 2 users. Their printed reports look different than mine. Oh, just go to their C drive and rename the form. Oh it might me in program ...
  • Votes

    5

    Report writer-Formula error

    When modifying a report, if the formula is entered incorrectly, a message pops up to indicate. That's great. Problem: you're not allowed to open the form/report to ...