Help System

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

Customization of Reports

You can customize reports when you have specific reporting requirements that cannot be satisfied using the Report Wizard.

Attention: Access the Deltek Support Center 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 Spreadsheet 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 Information tab of the Report Properties dialog box.
  • Use Excel to modify a report template. Use the standard Excel commands in formatting the report.