Overview
Costpoint Business Intelligence is a suite of applications that addresses the performance management needs of clients who are using the Costpoint Business Intelligence platform with the Deltek Costpoint, Deltek Time and Expense, Deltek Costpoint Planning, and Deltek Shop Floor Time products.
Costpoint Business Intelligence 8.1 provides the capability to plan, monitor, analyze, and understand how your business is performing and take appropriate actions to improve profitability and overall company value. The Costpoint Business Intelligence 8.1 release offers complete and robust data models and developed reports. This provides a path for upgrading to future versions, and follows a standard software development lifecycle process that includes tracking and updating customer-requested enhancements and fixes.
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- Before You Begin
You must be running the correct versions of Costpoint, Deltek Time and Expense, and Deltek Costpoint Planning to properly run the reports discussed in this guide. - About This Guide
This guide describes the predefined reports provided with Costpoint Business Intelligence (CBI). - Legacy Reports and Secured Reports
This guide contains reports from legacy reporting models that do not include any data security. - Reports Included in this Release
Costpoint Business Intelligence 8.1 includes reporting and analytics for a variety of subject areas. - Viewing Reports and Internet Explorer Cache
When you view a report in the Cognos Viewer and select Run HTML as the display option, depending on your browser cache settings, you may not get minute to minute report updates of data that has changed in the Costpoint database. - Entering Keywords in Keywords Search Fields
You can use these procedures to search for a variable (such as an account ID) to include on a report using the Keywords field. - Costpoint Business Intelligence
Your system administrator sets up access to reports via Costpoint Business Intelligence, a home page that provides a single access point to all corporate data available in the Costpoint Business Intelligence environment. - Running Reports
In Costpoint Business Intelligence, you can run reports in several ways.