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.

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Reports

Showing 135 of 2009

Provide option to sort record attachments in reports that print at the end of a report.

Client would like the option to sort the record file attachments that are included at the end of a report (for example Daily Construction Report with Labor Detail).
William Atchison over 3 years ago in PS Web App & Platform / Reports 0 Future consideration

Add ability to apply margins when printing reports (including custom reports), like in Prolog's Report Manager

See attached printscreen from Prolog's Report Manager. Client has custom reports that were made in Crystal Reports and needs ability to tweak the margins without having to go back out into Crystal Reports to make the minor change. In Prolog, even ...
Guest over 4 years ago in PS Web App & Platform / Reports 0

Punch items report file names need to use shorter field than description to prevent bad file paths

File Names of Punch items when report is run, only uses the description field. People get wordy and in-turn generate file paths that are so long they aren't usable
Guest about 5 years ago in PS Web App & Platform / Reports 0 Future consideration

Scheduled Report that details each of the entered/selected issue records into a combined report PDF

Enhancement description: Prospective clients want a summary report that details each of the entered/selected issue records into a combined report PDF. Then sends these out weekly. What is the customer trying to accomplish? An option that provides ...
Guest about 5 years ago in PS Web App & Platform / Reports 0 Future consideration

Email Sender and Subject

It is hard to tell who is sending the report emails from ProjectSight. Also, the subject line is too long. It needs to be customizable or reduced to the job number, name and report name.
Nancy Burriss 2 months ago in PS Web App & Platform / Reports 1

Auto-distribute reports to other team members

Record reports currently can only be auto-generated and sent to the Author. Sharing certain reports with the whole team can be essential for meetings/collaborations amongst other members. It would be more efficient if the program could be set up t...
Guest 5 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 7 months 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 8 months ago in PS Web App & Platform / Document Control / Reports 1 Future consideration

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 9 months ago in PS Web App & Platform / Reports 0

Create XSD file in the PCCO area to be able to see PCO Items detail

The PrimeContractCOPCOLinks xsd file does not have any PCO Item level fields available, necessary to update a report that used to work in ProjectSight but suddenly stopped working. Fields that clients are asking to see on the report include PCO It...
Julie Adler almost 2 years ago in PS Web App & Platform / Reports 0 Likely to implement

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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