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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 135 of 2009

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

Report Audit Tracking

Can a History Tab be added to reports? Or at least a Created By / Last Modified By? Keeping track of who created custom reports or when they were added to the system would be extremely helpful. We use the notes field to update when something was a...
Ricci Stevens almost 3 years ago in PS Web App & Platform / Reports 0

Add BI Reports Creator/Editor feature like eBuilder's implementation

Enhancement description: Add a reporting feature/module like eBuilder's BI Reporting. This would allow anyone to create and run custom reports without the need to export files or use Crystal reports. What are we trying to accomplish? Make reportin...
Guest about 3 years ago in PS Web App & Platform / Reports 0

Contracts Change Orders Tab

The Contracts Change Orders tab includes the changes and PCOs linked to the viewed contract. There is however no report/export showing the SCOs and PCOs. It would be helpful to be able to export a contract with all linked changes and PCOs.
Dan Bentil over 3 years ago in PS Web App & Platform / Reports 0 Future consideration

In ProjectSight provide a standard report or an option to print the Project legal information under project information.

Clients often need to print a project legal section that is listed under Project information Detailed tab which includes the listed owner, contractor, and architect. A print or report option here would be optimal.
William Atchison over 3 years ago in PS Web App & Platform / Reports 0

Worflow State Date Tracking

Can you add the ability to pull the Date from the activity stream for the Workflow State. A common custom field we are being asked to add is the 'Approved' date for various records. If we could just reference the date that Status/Workflow was sele...
Ricci Stevens about 4 years ago in PS Web App & Platform / Reports / Workflow 0

Ad-Hoc Reporting to Include Status Colors in Report

Currently Ad-Hoc reports will show the status column in the reports but does not show the color associated with that status. Visually, it's easier to distinguish statuses in the summary reports when you can also see the colors.
Amanda Newsom 6 months ago in PS Web App & Platform / Reports 0

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

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

PO Balance XSD

The current XSD that is built for purchase orders displays the Current PO Balance at the time the GI is saved and not the PO Balance on the record. Please create an XSD to display PO Balance on record.
Nick Weilemann 10 months ago in PS Web App & Platform / Reports 1

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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