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Reports

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Apply Meeting Minutes Formatting to Printed Reports

In ProjectSight, you are able to change the font, bold, underline and bullet. When you change the font size and then print a system report the font size doesn’t always show on the report even though it shows up in the module in Projectsight. In th...
Jessica Ream almost 2 years ago in PS Web App & Platform / Reports 5 Shipped

Cross-Project Reporting

Many reasons why this would be helpful. (1) For executive level to see overall metrics on all projects (2) For PMs to see overall metrics on their projects (3) If a large project needs to be broken into separate projects, for legal purposes, budge...
Guest almost 6 years ago in PS Web App & Platform / Reports 0 Shipped

Large Email Attachments - Warning or Direct Download Link

Enhancement description: Create a link for downloading attachments or give the end-user a warning when emailing a report + attachments that are over typical email server receive size limits. What are we trying to accomplish? Avoid email server rej...
Brendan Radich about 5 years ago in PS Web App & Platform / Reports 0 Shipped

Meeting Minutes - Print Comments from Agenda Items

On the available reports for Meeting Minutes that include those with Comments, it only applies to the main topic, not to the agenda level items. When printing meeting minutes for a meeting, we need the ability to print the comments on the agenda i...
Rochelle Wintz over 5 years ago in PS Web App & Platform / Reports 0 Shipped

Save Applications for Payment closer match AIA G702 & G703 forms

Have Applications for Payment closer match AIA G702 & G703 forms.
Guest about 6 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 3 years ago in PS Web App & Platform / Reports 0 Shipped

Add Meeting Minute Report Group by Topic and Old/New Business Report for Projectsight

Enhancement description: Add Meeting Minute Report Group by Topic and Old/New Business Report for Projectsight What is the customer trying to accomplish? Client wants this report for Projectsight. How is the lack of functionality affecting their b...
Guest about 6 years ago in PS Web App & Platform / Reports 0 Shipped

Contract Number and Contract Type Field Availability

Please add the following fields to the XSD files for Subcontract Change Orders and Contract Invoices: Contract Number [Without that pesky Description] Contract Type This will allow users to write a single report that cab change standard verbiage r...
Ricci Stevens almost 5 years ago in PS Web App & Platform / Reports 0 Shipped

Meeting Minutes Details Items Report

Within the meeting minutes each item has child records that can have specific assignee's, due dates, comments or file links. Currently there is no report that extracts that info into a report. Furthermore, when utilizing Crystal Reports the xsd fi...
Guest almost 6 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 about 3 years ago in PS Web App & Platform / Reports 0 Shipped