Customization of Reports
You can customize reports when you have specific reporting requirements that cannot be satisfied using the Report wizard.
Attention: Go to the Deltek Customer Care Connect site for more information about custom reports. Several knowledge base articles provide examples to help you get started.
Consider the following points when you customize your reports:
- Choose the type of report that you want to customize. Find a report type that closely matches your desired report output and confirm that the selected report type supports all the necessary data.
For example, the Project Data report only displays information that can be added to the Control Account pane of the Project view. This is because Project Data is a model report and only displays data from a single table. If you want to display a specific result such as Direct, you must customize an aggregated report such as Project Cost Set Result.
- Save the selection criteria to a new name in the Report wizard. You can customize each row in the report to meet your specific needs as long as you know what each row displays.
- Copy the original report template before you make any edits and select the new template in the Report wizard. The default location of the report templates is C:\Program Files\Deltek\Cobra\ReportTemplates.
- Stop the Report wizard from prompting selection criteria by modifying the information entered in the report using the Report Information tab.
- Use Excel to modify a report template. Use the standard Excel commands in formatting the report.
- Related Topics:
- Report Templates
Each report in Cobra has an associated template file that works with the report’s definition and reporting engine to retrieve the data from Cobra that is used to populate the report. - Report Template Location
The default location of the report templates is C:\Program Files\Deltek\Cobra\ReportTemplates on the application server. - Report Template Format
The report template defines the layout of the report. The template contains tags, which are interpreted by the report engine to display and format data. - Report Template Tags
When you create or modify a report template, you use predefined tags.
Parent Topic: Reports