New and enhanced ICRW Report library reports

New and enhanced Construction, Purchase Order, and Order Entry reports are now available in the Interactive Custom Report Writer (ICRW) Report library.

ICRW requires a separate subscription. To purchase or enable an ICRW subscription, contact your Sage Intacct account manager.

The ICRW Report library provides pre-built 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 and enhanced ICRW Construction reports allow for improved tracking, analyzing, and reporting on your construction projects:

New Construction reports

The following Construction reports are now available in the ICRW Report library:

Project Cost Entries - CRE: This report shows a GL cost transaction detail and can be used to analyze cost entries.
WIP Billing GL Detail – CRE: This report shows GL billing transaction details and can be used to analyze WIP billing values.
WIP CFO Import Worksheet – CRE: This report generates a worksheet for CFO editable fields in WIP Management that you can use with Import data to update WIP schedules.
WIP Cost GL Detail - CRE: This report shows a GL cost transaction detail and can be used to analyze cost entries.
WIP PM Import Worksheet – CRE: This report generates a worksheet for project manager fields in WIP Management that you can use with Import data to update WIP schedules.
WIP Schedule by Period - CRE: This report shows WIP schedule project summaries by period as saved in WIP management.
WIP Schedule by Project - CRE: This report shows WIP schedule project summaries as saved in WIP management.

Updated Construction reports

The following newly updated Construction reports allow for multiple Primary project IDs separated with a semicolon. The Work in Process QuickStart category is also included for these reports to support calculating GL Actual amounts.

Project Cost Overview - CRE
Project Estimate vs Actual Cost - CRE
Project Estimate vs Actual Cost PJD – CRE

New Purchase Order reports

PO - Purchasing Analysis: This report shows a Summary of Order Dollar Amounts for each Purchase Order.
PO - Receipt History: This report shows a Summary of Quantity and Price for each Purchase Order.

New Order Entry reports

OE - Item Profitability: This report shows a Summary of Sales, Cost, and Profit for each Item.
OE - Order Analysis: This report provides Details by Customer, Item, Warehouse, Shipping Method, Order Quantity, and Price for each Order.
OE - Order Entry Status: This report shows the Order ID, Order Date, Customer, Shipping Method, Due Date, and Total Order Dollar Amount for each order.
OE - Shipment History: This report shows a Summary of Quantity and Price for each Order.

How it works

Go to Reports > All > Advanced and select Interactive Custom Reports.
In the upper left corner of the ICRW List page, select Report library.
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.

Permissions and other requirements

Subscription	Interactive Custom Report Writer Construction Customization Services OR Platform Services
Regional availability	ICRW: Any Construction: United States, Canada, Australia, United Kingdom
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.