Skip to Main Content
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.

Categories Reports
Created by Brendan Radich
Created on Jun 24, 2020

Custom Default Report Naming

Enhancement description:

Allow admins to define report naming conventions for downloaded & emailed reports for all records.

What are we trying to accomplish?

Customize and/or simplify the naming of downloaded or emailed files.

How is the lack of functionality affecting the business?

Some records, (SCOs for example) have confusing naming structures and require a lot of editing before downloading or emailing records. This step could be eliminated if admins could customize this in record settings.

Suggested implementation:

Add a file name setting (for each report) to Portfolio Settings > Record Settings > {Record Type} > Reports. Allow admins to (optionally) customize the name of downloaded or attached reports using strings and variables.

  • Attach files
  • Brian Shawe
    Reply
    |
    Aug 21, 2023

    Totally Agreement with Brendan's reasons, except I would just like to simplify the naming for files. Just just the acronym in lieu of the long for of the name, i.e.: PCO, COR, PCCO, RFI, etc. When the title in in the file name with the description it make the file name very long, especially when the description is long.