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Sage Construction Management Training Videos (YouTube) - Reporting

The Sage Construction Management videos on YouTube were created when the product was known as Corecon. The branding and screens have a different look, but much of the basic information has not changed.

Overview

  • Reporting Overview and Settings

Detail Report Templates (aka Microsoft Word Templates)

  • Custom Detail Report Design Basics
  • Creating a New Custom Detail Report Template
  • Advanced Formatting of Custom Detail Report Templates
  • Customizing Sage Construction Management Detail Report Templates for DocuSign Integration

Custom Log Reports

  • Step 1 - Add Report and Select Data Sources
  • Step 2 - Adding Required Parameter to Filter Datasets
  • Step 3 - Header, Footer and Report Properties
  • Step 4 - Table Control
  • Advanced - Table Control Grouping and Totals
  • Advanced - Adding Visible Report Parameter - Example 1
  • Advanced - Adding Visible Report Parameter - Example 2
  • Advanced - Adding Calculated Fields

Custom Financial Dashboards (Project Analytics)

  • Step 1 - Add BI Dashboard and Select Data Sources
  • Step 2 - Default Font Size for Dashboard Widgets and Export Options
  • Step 3 - Adding Widgets:
    • Number Card
    • KPI Card
    • Grid
    • Pivot Grid
    • Bar Chart

On this page

Posted May 14, 2025 © 2025 The Sage Group plc or its affiliates ("Sage") or its licensors. All trademarks mentioned are the property of their respective owners. Use of non-Sage trademarks is not an endorsement of any person or product.