Reports

Showing 144

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 over 2 years ago in PS Web App & Platform / Reports 0

4 VOTE

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 about 1 year ago in PS Web App & Platform / Reports 0

19 VOTE

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

4 VOTE

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

15 VOTE

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

15 VOTE

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

19 VOTE

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 over 5 years ago in PS Web App & Platform / Reports 1 Future consideration

4 VOTE

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 about 1 year ago in PS Web App & Platform / Reports 0

5 VOTE

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 over 1 year ago in PS Web App & Platform / Reports 0

1 VOTE

Reports: Prepopulate project name in the file name

All reports should be generated with the project name prepopulated in the file name. This makes the file distinguishable by project.

Alex Wong 4 months ago in PS Web App & Platform / Reports 0

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