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Reports

Showing 24

Allow Joins on Main Crystal Report versus requiring Subreports

This one is causing me some confusion as I've been using Crystal Reports for more than 15 years and it doesn't work in ProjectSight. The basic functionality of Crystal is to add tables then if you need more fields but they're in a different table,...
Mercedes Green 11 months ago in PS Web App & Platform / Reports 1 Shipped

HotList_ForMeetingItems XSDs

Can you add the Open Assignments field to the HotList_ForMeetingItems XSD? You can see the field within the form but it is not available to pull into a report.
Ricci Stevens about 1 year ago in PS Web App & Platform / Reports 0 Shipped

COR XSD File

Can you add the Budget Code Description to the following XSD file? It is the one description that is missing from the existing XSD. PotentialCOItems_ForCOR_WithBudgetCodeDetails
Ricci Stevens over 1 year ago in PS Web App & Platform / Reports 0 Shipped

Transaction XSDs

In the Transaction XSD there is a field Transactions~Description that is a concatenated combination of information based on the Data Group. * Contract Invoices = (Contract Number) [Contract Invoice Number] (Budget Code Description)* Contracts = [C...
Ricci Stevens over 1 year ago in PS Web App & Platform / Reports 0 Shipped

Portfolio Name as an XSD Field

Ad-Hoc reports have the Portfolio Name as a field that can be added to the header or footer but the regular reports that pull from Crystal Reports do not. Can the same field from Ad-Hoc reports be made available in the Project XSD that can then be...
Ricci Stevens about 2 years ago in PS Web App & Platform / Reports 0 Shipped

COR XSD File

We need the SCO Sequence Field added to the PCOItems_ForCOR XSD. Currently, the SCO Number field is pulled however because this field is the unique identifier for the table and not the actual SCO Number issued to the subcontractor it does not refl...
Ricci Stevens about 2 years ago in PS Web App & Platform / Reports 0 Shipped

Project Directory by Type of Company

Can the Type of Company field be added to the ProjectContactLinks XSD so a ProjectDirectory can be created by Company Type? Typical Project Directories have the Owner, Architect, and GC listed first followed by the Subcontractors/Trades. There is ...
Ricci Stevens about 2 years ago in PS Web App & Platform / Reports 0 Shipped

Ad Hoc Report print to Excel

Please add printing Ad-Hoc reports to Excel and Word as you can with the canned and custom reports. We know you can export the view directly to Excel templates without printing as an Ad-Hoc report, but that produces more columns than actually in t...
Guest over 2 years ago in PS Web App & Platform / Reports 0 Shipped

Add New XSDs for BCM Records with Budget Groups

Can we have a Contract SOV data group that has the Budget Group pieces so that we can do various groupings within the Schedule of Values? Example: We would like to group our SOV by Area (Budget Group 6).
Ricci Stevens over 2 years ago in PS Web App & Platform / Reports 0 Shipped

Project Filter in Reporting

Need the ability to filter the project list in some way when running reports across projects within a portfolio.
Ricci Stevens almost 3 years ago in PS Web App & Platform / Reports 0 Shipped

Dear Viewpoint Suggestion Box contributor;

We at Viewpoint sincerely thank you for your contribution to Suggestion Box on how we can improve Viewpoint products. While we can’t do everything at once, we rely upon your feedback to help guide the prioritization of our product improvements, and Suggestion Box is a critical tool for us to understand and prioritize our customers’ needs. Viewpoint reviews Suggestion Box regularly for all of our products and updates statuses, adds comments, and performs various house-keeping (including deleting) as needed to ensure that Suggestion Box is maintained as a productive environment for product enhancements requests.

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