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Categories Reports
Created by Ricci Stevens
Created on Mar 8, 2022

History Report

You can view the history of any record within ProjectSight but there is no way to run a report with this information. We need a way to pull this information into a printable format.

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  • Mercedes Green
    Oct 9, 2025

    This is imperative to be able to truly audit our users, most specifically for us, those that are unlocking records. We have to give these users this ability due to the unlocking not being per record, so we need to see if someone unlocked and/or changed a financial record that had already been integrated to Vista. It's crucial to see this.

    Easiest fix is add the history data to an XSD in the Projects module.

  • Mike D'Addario
    Jan 27, 2025

    More specifically, inside checklists module, we toggle from through 11 status changes throughout our inspection cycle. Even though there is a date & time stamp in history there is no way to extract all of this data to see how much time is spent between statuses.