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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 146

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 5 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 over 4 years ago in PS Web App & Platform / Reports 0

Easy Actionitems while making Meeting minutes

When making meeting minutes, typing up the minutes and making actionitems while also participating in that same meeting. Takes some skill. It should be made easier to make Action items while typing up the meeting minutes. We do have a few ideas ab...
Kaj van Brussel 4 months ago in PS Web App & Platform / Reports 0

Report Formatting - Larger Thumbnails of Linked Files

Please see attached comparison of ProjectSight report with Plangrid. Client sees value in ProjectSight and Connect but would like the thumbnails to linked files improved per the attached. Comment is "the thumbnails are too small and not an enlarge...
Guest almost 6 years ago in PS Web App & Platform / Reports 1 Future consideration

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 over 4 years ago in PS Web App & Platform / Reports 1

Print Checklist Summary by date range

We are trying to use the checklist for our safety inspections and work order tickets. We need to print summary logs for all of the jobs using a date range. We can only print all of the checklists on all or a selection of jobs. Really, all summary ...
Nancy Burriss 8 months ago in PS Web App & Platform / Reports 0

Submittal Cover Sheet Report

Add the ability to edit or sign off on a report prior to printing it out/sending it out. Currently, if you print a report and edit it you have to re-upload it to the record and then send it out.
Henrick Malpica over 1 year ago in PS Web App & Platform / Reports 0

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 over 1 year ago in PS Web App & Platform / Document Control / Reports 1 Future consideration

For SCO and PCCO detail reports add a signature line for sign off.

For SCO and PCCO detail reports add a signature line for sign off. Clients need the signature for sub and owner change orders. The signature provides the proof of aknowledgement needed for accountability to manage the project.
William Atchison over 4 years ago in PS Web App & Platform / Reports 0

Increase Font Size on Printed Reports

The font size on the reports is very small when printed out. Requesting a standard increase to the font size, or a standard setting that allows you to adjust the font size without creating a custom Crystal Report for each report.
Rochelle Wintz over 5 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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