Submit your Suggestions for Vista Web

Please adjust JCDetail to have one Grand Total Per Job and Group All Contract Item and Phases Together

I contacted support but was asked to create a suggestion as the report is by design.  For some of our contracts, there are 2 "Grand Totals" for the one contract.  As well, we have phases appearing in multiple sections and the contract items are also repeating.  

When we include this report with our bill, the client has to manually add up the 2 grand totals to get the accurate grand total and is not able to see the total for the one phase

 

Attached is how 1 of our contracts appears.  I will either need to create a customized report or use the reports from Vista.

 

  • Mercedes Green
  • Jul 15 2019
  • Already exists
Company SKYGRiD Construction Inc.
Job Title / Role Technology Strategist
I need it... Yesterday...Come on already
  • Attach files
  • Admin
    Michael Smith commented
    July 15, 2019 22:24

    If you are seeing something that doesn't match the expected behavior, please submit a ticket. They can help address it for you. For your records the attached image shows the breakdown.

  • Mercedes Green commented
    July 15, 2019 17:20

    Thanks you for the clarification Michael.  It's not working properly with our data as the Contract Items go 1 then 3 then 5, then a subtotal, then 2, 3 again, then 4 and then a second subtotal.  It does not total by Job.  It should be Job > Contract Items 1, 2, 3, 4, 5 then the phases.  

  • Admin
    Michael Smith commented
    July 15, 2019 17:13

    Hi Mercedes,

    Its Job > Contract Item > Phase > Detail

  • Mercedes Green commented
    July 15, 2019 16:13

    I was hoping to avoid having to create customized report.  Is the report designed to print by Contract > Phase > Detail?  If so, it's not currently working properly for us.  

  • Admin
    Michael Smith commented
    July 15, 2019 16:10

    Great news,

    The JC Detail SSRS report has an override that allows you to customize the report to meet your needs. This article describes how to adjust reports and set up report overrides. http://keystyledata.com/kb/#KB/Base_Configuration/t_Adjusting_an_SSRS_Report.htm?Highlight=ssrs

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.

1515 SE Water Avenue, Suite 300, Portland, OR 97214 |  800.333.3197  | Contact Us | Terms of Use | Privacy | Support Policies

© 2024 Trimble Inc. All Rights Reserved. Viewpoint®, Vista™, Spectrum®, ProContractor™, Jobpac Connect™, Viewpoint Team™, Viewpoint Analytics™, Viewpoint Field View™, Viewpoint Estimating™, Viewpoint For Projects™, Viewpoint HR Management™, Viewpoint Field Management™, Viewpoint Financial Controls™, Vista Field Service™, Spectrum Service Tech™, ViewpointOne™, ProjectSight® and Trimble Construction One™ are trademarks or registered trademarks of Trimble Inc. or its affiliates in the United States and other countries. Other names and brands may be claimed as the property of others.