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Reports

Showing 142

Submittal Report WITHOUT Comments and Links

When printing / creating PDF of a submittal, need the option to NOT include links and attachments. This functionality seems to work when printing Change Order Reports by selecting the [Detailed] option from the Print Report drop-down. But when sel...
Melissa Goodwin about 1 year ago in PS Web App & Platform / Reports 0

In ProjectSight provide a standard report or an option to print the Project legal information under project information.

Clients often need to print a project legal section that is listed under Project information Detailed tab which includes the listed owner, contractor, and architect. A print or report option here would be optimal.
William Atchison about 4 years ago in PS Web App & Platform / Reports 0

Need the ability to re-order attachments in the print screen

Currently, when printing a report with attachments, the attachments print in alphebetical order by name or description. It would be great if you could specify the order of the attachments within the print screen.
Hunter Dickerson over 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

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 over 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 over 3 years ago in PS Web App & Platform / Reports 0

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

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

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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