Reporting and analytics overview

Sage Construction Management provides a range of built-in and customizable reports designed to help teams monitor performance, manage project data, and support informed decision making.

Reports are organized into the following main types:

• Log reports: They provide summary based or list-based overviews of key records and transactions within a module. They're commonly used to monitor project activities, document statuses, and workflow progress.

  For example, log reports can be used to export a list of change orders (COs), requests for information (RFIs), or submittals, to PDF or Microsoft Excel format.

  Log reports can be customized.

• Detail reports: They provide comprehensive, record-specific information often used for documentation, audit, or communication. They're based on Microsoft Word templates and the documents are populated with data from Sage Construction Management using bookmarks and mail merge tables.

  Detail reports can be customized.

• Summary dashboards: They’re high-level visual overviews that display key project and financial metrics, such as costs, budgets, and profit margins.

  Summary dashboards can be customized.

• Project analytical reports: They deliver insights into project costs, budgets, and performance.

• Lead dashboards: The available dashboards provide an executive overview on win and loss awards for job opportunities.