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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.

This portal is for suggesting enhancements only. If you are experiencing a product defect, please contact support.

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Reports

Showing 146

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 almost 5 years ago in PS Web App & Platform / Reports 0 Planned

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

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 about 3 years ago in PS Web App & Platform / Reports 0

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

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 about 4 years ago in PS Web App & Platform / Reports 0 Future consideration

The font on many of the reports is too small. Can the reports be revised to include larger font size.

No description provided
Guest almost 5 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 almost 4 years ago in PS Web App & Platform / Reports 0

Add Submittal Importance to Submittals Register Summary XSD

We are trying to create a report that includes Submittal Importance in a Summary Log, but the Submittal Importance is not in the XSD File. This is an important field for reporting on submittals and would be very helpful to have available to includ...
Guest over 4 years ago in PS Web App & Platform / Reports 0 Already exists

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

Ability to take file names off the header of attachments when printing

Currently attachments print with the file name as the header. It would be great if we had the choice remove this.
Hunter Dickerson over 3 years ago in PS Web App & Platform / Reports 0 Future consideration