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Reports

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Would like the formatting of meeting topic notes to apply to reports automatically.

When printing your reports the formatting of meeting topic notes does not come over. It would be nice if this did. This completely confused me that it did not come over to the reports automatically.
Guest 7 months ago in PS Web App & Platform / Document Control / Reports 1 Future consideration

attach reports within modules

Example: Within meeting minutes, if someone wants to upload a report with all Open RFIs, to be able to include that report very quickly without having to leave the module you are working in.
Jane Shulzhenko 6 months ago in PS Web App & Platform / Reports 0

Set Default Report as a Project Setting

We would like the ability to choose the default Report format at the Project Level instead of only at the Portfolio level. Here are 2 examples: 1) We have a project that uses a custom RFI print format and we would like to have that the default for...
David Olivet about 3 years ago in PS Web App & Platform / Reports 0

Contract/SCO XSD Request

We need an XSD file that shows the Schedule of Values fields for a Contract and all Change Orders. (Item Number, Budget Code, Value, Contract Number, SCO Number, Invoiced Amount). Similar to what is found in the Contract Invoice Items but availabl...
Ricci Stevens over 1 year ago in PS Web App & Platform / Reports 1 Planned

Timed Reports

Have the ability to "auto run" reports based on defined timelines vs. having to go in and run them. Need to run the same report on a certain interval for reporting to mgmt or client.
john oberhausen 8 months ago in PS Web App & Platform / Reports 0

Support for Crystal Report Parameters

Add support for parameters that are built into custom Crystal Reports like there is in Prolog. This allows for much more flexibility with reports.
Byron Grimm about 1 year ago in PS Web App & Platform / Reports 0

Scheduled Ad-Hoc Reporting to Other Individuals

You can schedule a report to be sent to your email at a set duration with the current configuration for the Ad-Hoc Reporting. It would be very beneficial to have the ability to send a report to individuals or Trade Partners at a set date. For inst...
Jakeb Moon about 2 years ago in PS Web App & Platform / Reports 0

Print Report with Photos and Attachments

We are using punch items module to log observations reports from our Owner. The Owner does not have access to this module on their account. The only print option is detailed and links, but when we send the report to the Owner, they cannot use any ...
Guest 9 months ago in PS Web App & Platform / Field Management / Import/Export / Reports 0

Reports to Navigation (Report Tree)

Add a Report Tree or Report Manager tool at the top of the homepage or to the navigation bar where someone can view and choose reports to run and print from the home screen as opposed to having to go into each module, hitting print, selecting the ...
Guest over 4 years ago in PS Web App & Platform / Reports 0 Likely to implement

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

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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