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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 135

Allow Print Report->All Records in One File to be saved to File Library

When generating a report of multiple drawings to be included in one PDF only the save to 'File Library' option is not available. This causes the user to have to download the file and re-upload it back into the file library, which is very time cons...
Guest over 3 years ago in PS Web App & Platform / Reports 0

Boolean Print as a Checkbox on Reports not True/False

Currently adding a custom field using the Boolean type reports as True/False. I would like this to report as a checkbox that is checked or not checked according to the Boolean toggle.
Guest almost 4 years ago in PS Web App & Platform / Reports 0

Include Linked Records in Report Downloads by using the Default Single Record Report for any Linked Record Types

Enhancement description: Use the default single record report to include any linked records when viewing, downloading, or printing the current record. What are we trying to accomplish? Easily download a record and all linked records into a single ...
Brendan Radich almost 4 years ago in PS Web App & Platform / Reports 0

Assignee Display Address for Crystal Reports

Need the ability to pull in the Assignee's company display address on custom reports. This issue could also be solved by adding a Company or Responsible Company Custom Field type for all modules.
Hunter Dickerson almost 4 years ago in PS Web App & Platform / Reports 0 Already exists

Custom Default Report Naming

Enhancement description: Allow admins to define report naming conventions for downloaded & emailed reports for all records. What are we trying to accomplish? Customize and/or simplify the naming of downloaded or emailed files. How is the lack ...
Brendan Radich almost 4 years ago in PS Web App & Platform / Reports 1

Daily Reports reports should include Weather Notes field

Enhancement description: Daily Reports reports should include Weather Notes field, currently none display data entered into this field. What are we trying to accomplish? Display notes that are recorded in the record on the report too. How is the l...
Trimble ProX Team about 4 years ago in PS Web App & Platform / Reports 0

Add Submittal Importance to Submittals Register Summary XSD

We are trying to create a report that includes Submittal Importance in a Summary Log, but the Submittal Importance is not in the XSD File. This is an important field for reporting on submittals and would be very helpful to have available to includ...
Guest about 4 years ago in PS Web App & Platform / Reports 0 Already exists

Sort Data Fields in XSD alpanumerically

Currently data fields are not sorted making it more than difficult to find a specific data field by name. Please sort the data field alpahnumerically
Michael Handlmaier about 4 years ago in PS Web App & Platform / Reports 0 Already exists

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 about 4 years ago in PS Web App & Platform / Reports / Workflow 0

Manpower Report Export

Projects will benefit from the ability to export/subtotal their manpower from the previous month. Right now, there is no function to view the total manpower for contractors on site through set dates. This is very useful for calculating OSHA RIR an...
Guest about 4 years ago in PS Web App & Platform / Reports 0 Future consideration