Report Builder Updates December 2019

The following is a full list of the updates and improvements made to CMAP's Report Builder tool.

• Complete Restructure of the Report Builder report types and fields to enable linking to other report fields easier
• Added an 'exact match' filter to isolate certain project codes, rather than using 'begins with'. (also, in Grids and Custom Reports)
• Blank entries reporting - being able to report where a field is blank for Dropdown's, Multi-select Dropdown's and User fields.
• Stopping reports from auto-running when the report has 'User Filters' applied. The filters modal will appear rather than the report attempting to run straight away, like the standard reports do now.
• Added new date filter types for 'Previous Calendar Month' and 'Current Calendar Month'
• Being able to set Report Builder reports as favourites
• New custom field type - number field
• Updated Tooltips and Field names to be more consistent
• Updated the left panel so that this scrolls to make moving around the screen easier
• Fixed an issue where reports failed when multi-record pages had no data on them
• Made it so that you can drag fields between the different sections when building reports
• Added sticky headers to custom dashboards and custom reports tool
• Updated the calculation for average totals to average them correctly
• Updated Date filters so that you can now set 'Date From & 'Date To'
• Ability to add negative values into custom calculations
• Dashboard speed improvements
• Updated custom calculations so that these cannot be left unfinished 
• Fixed an issue when grouping by date and exporting data to excel
• Made sure only the correct field types can be used in custom calculations 
• Added a new option to custom calculations to allow you to decide whether the calculation is performed on each item row total or on the merged row totals 

We've also added the following new fields:

• Internal Code Hours Booked (Admin) in the Users Report Type
• Internal Code Hours Booked (Off) in the Users Report Type
• Default Charge Rate in the Users Report Type
• Won Value to the Projects Report Type

And you'll also find the following new report types

• Fee Estimator (not AEC)
• Additionals/Externals
• Adjustments (not AEC)
• Purchase Orders
• Rate Cards