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Welcome to the ProjectSight Idea Portal

Your feedback is an essential part of how we continually improve ProjectSight. You can use this page to submit new ideas, or vote on ideas from other users.

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Reports

Showing 139

Ability to reduce the list of projects (filter) in the portfolio when running a report - instead of the manually selecting which project(s) to include on the report

Ability to reduce the list of projects (filter) in the portfolio when running a report - instead of the manually selecting which project(s) to include on the report.
Guest about 3 years ago in PS Web App & Platform / Reports 0

Saved to File Versioning

We would like the ability for versioning when the 'Print to File' option is selected for a record.
Ricci Stevens about 3 years ago in PS Web App & Platform / Reports 0

Punch items report file names need to use shorter field than description to prevent bad file paths

File Names of Punch items when report is run, only uses the description field. People get wordy and in-turn generate file paths that are so long they aren't usable
Guest over 5 years ago in PS Web App & Platform / Reports 0 Future consideration

Worflow State Date Tracking

Can you add the ability to pull the Date from the activity stream for the Workflow State. A common custom field we are being asked to add is the 'Approved' date for various records. If we could just reference the date that Status/Workflow was sele...
Ricci Stevens over 4 years ago in PS Web App & Platform / Reports / Workflow 0

Scheduled Report that details each of the entered/selected issue records into a combined report PDF

Enhancement description: Prospective clients want a summary report that details each of the entered/selected issue records into a combined report PDF. Then sends these out weekly. What is the customer trying to accomplish? An option that provides ...
Guest over 5 years ago in PS Web App & Platform / Reports 0 Future consideration

Track Printed Reports

Add ability to track what reports are printed from each module
Nick Weilemann about 1 year ago in PS Web App & Platform / Reports 0

Adjust Column Sizing on Ad-Hoc Reports

PSW-I-983 Ad Hoc Reporting Size (https://projectsight.ideas.aha.io/ideas/PSW-I-983) Talks about ability to change from Portrait to Landscape to fit more on the page. It would also be great to have control over the column sizes and margins. For exa...
Guest over 2 years ago in PS Web App & Platform / Reports 0

Drawing Reporting - Ability to pull in annotation/comments into report

Currently there is no way to bring in comments or annotations into a printed report. I would be great to be able to track drawing comments in a report format specifically
Hunter Dickerson over 2 years ago in PS Web App & Platform / Reports 0

Integration with AIA software

We would love the ability to print/export Contracts, CORs, and Change Orders to official AIA software.
Ricci Stevens over 2 years ago in PS Web App & Platform / Reports 0

Submittal Package item order should have the ability to sort and print (like prolog was able to do)

Submittal Package Item order currently prints the items in order that they were created in the submittal package. If you need to insert an item into the package later it prints this item at the bottom of the report, not inserted where we need it. ...
J D over 1 year ago in PS Web App & Platform / Reports 2