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Reports

Showing 24

HotList_ForMeetingItems XSDs

Can you add the Open Assignments field to the HotList_ForMeetingItems XSD? You can see the field within the form but it is not available to pull into a report.
Ricci Stevens about 1 year ago in PS Web App & Platform / Reports 0 Shipped

Project Filter in Reporting

Need the ability to filter the project list in some way when running reports across projects within a portfolio.
Ricci Stevens almost 3 years ago in PS Web App & Platform / Reports 0 Shipped

Please add this field, TypeOfCompany, to the ProjectContactsLinks.XSD so it can be used for grouping Project Team reports.

If the client wants additional grouping for the Project Team report such as the typeofCompany this is not currently part of the XSD. Please add.
William Atchison about 3 years ago in PS Web App & Platform / Reports 0 Shipped

Add Budget Transaction Report [Transactions Grouped by Budget Code]

This would be comparably to the Prolog report "Budget Transaction Report [Transactions Grouped by Budget Code]". End goal of the report is to be able to see all transactions impacting a budget code in printed format. The report would be printed fr...
Guest almost 5 years ago in PS Web App & Platform / Reports 0 Shipped

Allow Joins on Main Crystal Report versus requiring Subreports

This one is causing me some confusion as I've been using Crystal Reports for more than 15 years and it doesn't work in ProjectSight. The basic functionality of Crystal is to add tables then if you need more fields but they're in a different table,...
Mercedes Green 12 months ago in PS Web App & Platform / Reports 1 Shipped

Add Option to Disable Word and Excel Output for Specific Reports and Modules

We have certain reports (i.e., Subcontracts), that use very specific language approved by our legal department. Currently, users have the ability to print these reports to Word and edit the documents before sending out for a signature. We would li...
David Olivet almost 3 years ago in PS Web App & Platform / Reports 0 Shipped

Contract Custom Fields Avaible in all related Records

It would be great if Custom Fields added Contract level would be available in corresponding records such as Change Orders, Contract Invoices / Applications for Payments. Currently you can not pull Custom Fields (we added Bond / Insurance Informati...
Ricci Stevens about 4 years ago in PS Web App & Platform / Reports 0 Shipped

Portfolio Name as an XSD Field

Ad-Hoc reports have the Portfolio Name as a field that can be added to the header or footer but the regular reports that pull from Crystal Reports do not. Can the same field from Ad-Hoc reports be made available in the Project XSD that can then be...
Ricci Stevens about 2 years ago in PS Web App & Platform / Reports 0 Shipped

COR XSD File

We need the SCO Sequence Field added to the PCOItems_ForCOR XSD. Currently, the SCO Number field is pulled however because this field is the unique identifier for the table and not the actual SCO Number issued to the subcontractor it does not refl...
Ricci Stevens about 2 years ago in PS Web App & Platform / Reports 0 Shipped

Add more elements to the SubContractCOPCOItemsLinks xsd file

The SubContractCOPCOItems xsd file does not have enough of the PCO level fields available to create a report that clients are asking for. Fields that clients are asking to see on the report include PCO Category: CategoryID and Category, PCO Reason...
Julie Adler almost 5 years ago in PS Web App & Platform / Reports 0 Shipped

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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