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Reports

Showing 135

Report with bounced and blacklisted email addresses

Ability to get a daily report on email addresses that have bounced along with any email addresses that have been blacklisted (emails/notifications that have come from their Portfolios).
Guest over 2 years ago in PS Web App & Platform / Reports 0

Increase the limitation of sub levels within the custom reports

Increase the limitation of sub levels within the custom reports. At the moment two or more levels may often fail.
Kiet Lam 6 months ago in PS Web App & Platform / Reports 0

PotentialCOItems_ForCOR XSDs

Can you add the following field to the PotentialCOItems_ForCOR XSD? PCO Notes PCO Reference PCO Category PCO Reason
Ricci Stevens 6 months ago in PS Web App & Platform / Budget & Cost Management / Reports 0

Would be good to have a project directory form similar to that available in prolog rather than having to export to excel and then format for a final report.

No description provided
Guest about 4 years ago in PS Web App & Platform / Reports 0 Planned

Ad-Hoc to Excel Limitation

Ad-Hoc reporting to excel has a limitation in that only current project data can be included when printing to excel, allow the user the ability to print all projects data similar to printing to PDF.
Nick Weilemann over 1 year 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

Separate display address in lines for use in legal documents or other forms

When creating reports, sometimes the address needs to be separated out into the lines of: Address 1 Address 2 Address 3 City, State and Zip Right now, with the current data sets, the display address shows up as a string of text, which is difficult...
Julie Adler about 4 years ago in PS Web App & Platform / Reports 0

Ad Hoc View Print/Report Matches On-Screen View

When creating a custom/ad hoc view where it can be grouped by any available field, the printed/report view should reflect what is seen on web where the "Grouped By" field is bolded AND has the number count
Guest about 2 years ago in PS Web App & Platform / Reports 0

Email Templates for Each Record Type

It would be very useful if we could build email templates for each record type, at the portfolio level. When emailing a record, the user could be presented with a dropdown to select from any available templates. The templates could automatically i...
Brendan Radich about 3 years ago in PS Web App & Platform / Reports 0

Email Record without a default Report, only include linked files

Sometimes, it is useful to email a record and not include a report, but to only include a selection of linked files. For example, we have a policy that all Subcontract Change Orders paid from our contingency allowance are initialed by the project ...
Brendan Radich about 3 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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