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Reports

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

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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 over 3 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

Multiple record reports do not have an option to include all attachments. They do not want them separated.

Many clients want to run a report of all records and include all the attachments at the end of that report. Currently this is only available when ran for each record. Clients are literally having to take all those individual reports and combine th...
William Atchison over 1 year ago in PS Web App & Platform / Reports 1

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

New field in ApplicationForPayItems XSD

Can you add the PCCO Date to the ApplicationforPayItems XSD? The AIA G703 CW form separates changes from this period and previous applications. The only way to determine this would be based on the date of the PCCO and if it falls within the cost p...
Ricci Stevens over 1 year 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

Add "Open Assignments Company Name" To PunchList_Summary XSD

Right now the Punch List Summary reports can only pull in the Open Assignments contact name. It would be great if we could pull in the Open Assignments company name as well.
Hunter Dickerson over 3 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

Grouping pictures with relevant comments or picture captions in daily reports

Ability to have pictures related to a comment on daily report to be grouped with the relevant comment or picture caption.
Guest over 5 years ago in PS Web App & Platform / Reports 0 Future consideration

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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