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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.

This portal is for suggesting enhancements only. If you are experiencing a product defect, please contact support.

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Reports

Showing 146

Different Reports by Status

We use the status to differentiate kinds of reporting. We can only have one report notification for all status changes. It would be handy for us to be able to make different reports depending on the status.
Nancy Burriss about 1 month ago in PS Web App & Platform / Reports 0

Meeting Minutes Reports Formatting

Meeting minutes module allows for formatting in the body of each minute topic, however this does not transfer when the minutes are printed to a report. A PDF report of a meeting agenda can be sent out before meetings to allow others to prepare, bu...
Guest almost 1 year ago in PS Web App & Platform / Reports 0

Add Word Merge to ProjectSight reporting features.

Enhancement description: Add Word Merge to ProjectSight reporting features. What is the customer trying to accomplish? Word Merge How is the lack of functionality affecting their business? Has to create emails and Word documents manually for email...
Guest over 5 years ago in PS Web App & Platform / Reports 3 Future consideration

Add signature to checklist report

Can the signatures captured from the mobile app be included in the checklist report
Brendan Myers about 1 year ago in PS Web App & Platform / Reports 1

Include Linked Drawings with Printed Reports

Enhancement description: When printing a document (such as an RFI), include the linked drawings in the PDF or print, not just the thumbnail link. What are we trying to accomplish? We want a one-click print to PDF that includes all linked files and...
Brendan Radich over 4 years ago in PS Web App & Platform / Drawings / Reports 1 Likely to implement

Reporting for Users Assigned Items

Currently, ProjectSight does not allow generating a report on a user to determine what items are due for that user. It would be helpful for Admins to be able to generate a report that notes which Project Managers or users are falling behind on the...
Henrick Malpica about 2 years ago in PS Web App & Platform / Reports 2

Ability to link COR, PCO items, and PCCO Items together

Enhancement description:Add the ability to reference in COR, PCO, PCO items, PCCO, and PCCO items from each respective XSD file in reports. What are we trying to accomplish?Give better report customization options, this kind of reporting of linked...
Guest over 5 years ago in PS Web App & Platform / Reports 0 Future consideration

Overdue Item

The Dashboard allows you to include widgets that indicate items that are over due. It would be helpful to be able to run a report from that widget to show all overdue items.
Guest over 2 years ago in PS Web App & Platform / Reports 0

Exporting daily log notes/comments

Would be nice to set up automatic reporting for specific items such as the notes or comments portion of a daily log. Same is true for specific documents and or time entries.
Jack Bowen about 1 year ago in PS Web App & Platform / Daily Reports / Reports 0 Future consideration

Standard Insurance Tracking Report

It would be great to have a standard report from Companies that tracks insurance policy and expiration dates.
Hunter Dickerson over 1 year ago in PS Web App & Platform / Reports 0