Sage reports and dashboards

This report shows the amounts owed each of your vendors. A donut chart shows the open amounts by month and by vendor. A line chart shows the monthly amounts by amount type for all vendors. A bar chart shows the top 10 vendors (ranked by open invoice amount) and their amounts owed. A grid shows the vendor, amount paid, invoice balance, open retainage amount, and net amount owed. You can click a vendor to drill down and view open invoice details.

This report shows details about the invoice amounts owed your vendors in each aging period. A column chart shows the amount in each aging period. A grid for each vendor shows details about the open invoices, including the invoice number, invoice date, accounting date, invoice amount, and remaining retainage payable. You can filter the chart and grid by vendor.*

This report shows the amounts owed each of your vendors in each aging period. A donut chart shows the open amount by aging period and by vendor. A column chart shows the amounts owed all vendors by aging period. A grid shows the vendor, open amount, open retainage amount, average days open, and amounts in each aging period. You can click a vendor to drill down and view invoice aging details.

This report shows details about unpaid vendor invoices. A donut chart shows the open amounts by month and by vendor. A line chart shows the monthly amounts by type for all vendors. A grid for each vendor shows the invoice date, invoice number, amount paid, invoice balance, open retainage, and net amount owed. You can filter the chart and grid by vendor.*

This report shows the amounts due from your customers in each aging period. A column chart and pie chart show the amounts due by aging period. A grid for each customer shows the invoice date, invoice number, and open invoice amounts in each aging period.

This report shows the current bank account balance (as posted in Cash Management) for each of your company’s bank accounts.

This report has a grid for each job showing the cost code breakdown, including the original estimate, approved estimate changes, revised estimate, costs to date, variance between the estimate and the cost to date, and percent completed (based on the costs compared to the revised estimate).

This report shows summary job cost information by cost type. A column chart shows the amounts for each cost type. A grid shows the jobs and the amounts (and % of total) for each cost type as well as the total job-to-date costs.

This report shows summary information about job costs after you select the filters (cutoff date and job not completed as of date).* The grid shows the revised contract and estimate amounts, committed costs, cost, billed amount, billed-cost difference, profit, and profit margin.

This report helps analyze the profitability of a job by showing if the job is more or less profitable at the current stage of the job in comparison to the start of the job. This report includes columns for Job and Description, Status, Original Contract, Original Estimate, Original Profit, Potential Price, Revised Contract, Potential Estimate, Revised Estimate, JTD Cost, Percent Complete, Cost at Complete, Profit Margin, and Profit Variance. (Available in version 18.2)

After you select the as of date and type the square footage type filters*, this report shows the occupancy. A bar chart shows the percent leased by property. A form shows the overall leased area, total area, and percent leased, as well as the number of new leases, renewals, and terminations. A grid shows this information by property.

After you select the aging basis and aging date filters*, this report has an expandable grid for each property showing the amounts due for each unit in each aging period.

After you select the aging basis and aging date filters*, this report has an expandable grid for each lease showing the amounts due in each aging period. A column chart shows the open amount by charge type. You can click a column to drill down and view the components of that charge type.

After you select the aging basis and aging date filters*, this report shows aging amounts by property. Two column charts show the stacked and unstacked aging amounts for each property. A grid shows the amounts due by property in each aging period. You can click a property to drill down and view lease aging details.

This dashboard provides an overview of current posted data for CM, AP, AR, and JC:

• A grid of the Cash Management bank balances
• A line chart of the Accounts Payable Open, Invoiced, Paid, and Retainage balances each month
• A column chart of the Accounts Receivable balances by aging period
• A grid of up-to-date job profitability information for each job—comparing original and revised contract amounts, estimated and actual costs, percent complete, projected profit, and profit margin