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Categories Reports
Created by Henrick Malpica
Created on Nov 11, 2022

RELATED IDEAS

Reporting for Users Assigned Items

Currently, ProjectSight does not allow generating a report on a user to determine what items are due for that user. It would be helpful for Admins to be able to generate a report that notes which Project Managers or users are falling behind on their work by seeing how many items are due for that user.

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  • Lawrence Dow
    Jul 25, 2023

    This is a needed feature for general contractors / construction managers. To analyize the information currently involves work arounds without complete information.


    The project splash page has some visibility to open items, but it is not exportable and at a project level you can't see the responsible party's name, responsible party's company, and record number on that page.


    When you dive into modules you can customize reporting to add open asignments as a field. Filtering, you can only filter it to items for your company. We need to be able to filter to all open assingments. Also need to be able to see assigned party's company name and due date on the asignment.

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  • Michele Williams
    Apr 21, 2023

    Absolutely, you can see the status of assignments, but you can't generate a report from this location of the information being presented.

    Reply

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