ADVANCED REPORTING

New ICRW Construction reports

New specialized Construction reports are now available in the Interactive Custom Report Writer (ICRW) Report library. The ICRW Report library provides prebuilt reports for you to view, copy, and use as a template for your own reports. You can make a copy of a report and then customize it to fit your needs.

For more information, see the ICRW Report library.

Details

New ICRW Construction reports enhance construction management capabilities in the following areas:

  • AP Retainage: These reports detail retainage activity and balance information for bills with open retainage as of a specified date. There are separate reports specialized for project and vendor.
  • AR Retainage: These reports that detail retainage activity and balance information for invoices with open retainage as of a specified date. There are separate reports specialized for project and customer.
  • AP Snapshot and Aging: These reports provide a comprehensive view of outstanding accounts payable (AP) bills as of a specific date. The Construction Real Estate (CRE) version of the report includes retainage and adjustments to payment details.
  • AR Snapshot and Aging: These reports provide a comprehensive view of outstanding accounts receivable (AR) invoices as of a specific date. The Construction Real Estate (CRE) version of the report includes retainage and adjustments to payment details.
  • Application Payment: This report produces progress billing document values for construction projects.
  • Commitment Detail by Cost Code: These reports list details for all commitment change orders, and AP bills associated with each commitment.
  • Commitment Detail by Project: These reports list commitment details for commitment change orders, and AP bills associated with each commitment in primary (root) project order.
  • Commitment Summary Cost Code: These reports summarize commitments, approved changes, and AP bill information by cost code.
  • Estimate Spreadsheet: This report shows project estimate details by project and cost code (task). Estimates are split out by cost category.
  • Open Invoices by Project: This report shows a listing of all open AP invoices. The invoices are grouped and sorted by Project and Vendor.
  • Project Estimate vs Actual Cost: These reports analyze the status of a project by estimate, actual cost, and variance by cost type for each cost code.
  • Vendor Compliance: This report monitors vendor compliance requirements for construction projects.
  • Vendor Compliance Expiration: This report monitors the expiration status of vendor compliance items for construction projects. A validation rule of Expiration date is set for each compliance item.

For details on the new ICRW Construction reports, see the ICRW Construction reports.

How it works

  1. Go to Reports > All > Advanced and select Interactive Custom Reports.

  2. In the upper left corner of the ICRW List page, select Report library.

  3. Find the desired report in the list and do one of the following:

    1. Select Edit, to copy and modify the report.

    2. Select Run, to view the report results.

For more information, see the ICRW Report library.

Requirements

Subscription

Interactive Custom Report Writer

Construction
Regional availability

  • United States

  • Canada

  • Australia

  • United Kingdom (EA)
Permissions

ICRW: Run, View, List, Add, Edit, Delete
Dependencies or other requirements

Access to data in the report or visual board you're running.

Construction requires a separate subscription. For more information, Contact your Sage Intacct Account Representative.