Reporting
Reporting offers a wide range of reports that present information about all aspects of your data, including projects, firms, contacts, and employees.
Video: See related video below.
In Reporting, you can:
- Generate reports to review, print, or share. You can print the report immediately or schedule it to run at a later time.
- Select the data that is included on reports.
- Set report options that control how information is displayed on the report, which columns are included, and how the data is sorted and grouped.
- Save sets of report options to use again. These sets include all settings on all tabs. You can also save sets of selection criteria. Both types of named, saved sets are available whenever you print reports, making the process easier and quicker.
- Create and save favorite report formats. A favorite is a set of saved options combined with a set of saved record selection criteria. After you create and save a favorite, you can use it to quickly generate the report with the saved current options and record selection criteria.
- Access any report or favorite report from your dashboard.
- Drill down to another report to see supporting detail.
- Download report data to an Adobe Portable Document Format (PDF) file, a Microsoft® Excel spreadsheet file (.xlsx), and other common file formats.
Your user role determines the types of reports that you can generate and the data that is displayed on the reports.
Reports List
| Reporting Form Tab | Report List Description |
|---|---|
| Favorites Tab | Displays a list of favorite reports to which you have access. Favorite reports include saved options and record selection. From this list, you can generate a report, select data for the report, set report options, and perform other tasks.
See the Favorites Tab of The Reporting Form online help topic for more information. |
| Reports Tab | Displays a list of standard reports to which you have access. From this list, you can generate a report, select data for the report, set report options, and perform other tasks.
See the Reports Tab of the Reporting Form online help topic for more information. |
| Running Tab |
Displays all the reports currently being processed. From this list you can review currently running reporting jobs and stop a reporting job that is taking too long to complete. See the Running Tab of the Reporting Form online help topic for more information. |
| Archived Tab | Displays a list of archived reports. From this list, you can preview or download archived reports. You can also distribute archived reports by email, but you must select this option when scheduling the archived report.
See the Archived Tab of the Reporting Form online help topic for more information. |
| Scheduled Tab | Displays a list of scheduled reports. From this list, you can view the scheduled reports and edit as needed.
See the Schedule Tab of the Reporting Form online help topic for more information. |
Standard Reports
On the Reports form, you will find an extensive set of standard reports designed to meet the majority of your business needs. You can generate these reports without taking the time to design them. Descriptions of the columns and options for each standard report are included in the online help and are categorized by report type, such as contacts or projects.
If the standard reports do not meet your business requirements, you can create custom reports using Microsoft SQL Server® Reporting Services SQL Server Data Tools (SSDT). SSDT is a Microsoft Visual Studio environment for creating business intelligence solutions. SSDT features the Report Designer authoring environment, where you can open, modify, preview, and save Reporting Services paginated report definitions, shared data sources, shared datasets, and report parts. These report definitions can then be published to Vantagepoint where they can function very much like standard reports. For more information about creating custom reports, see the Deltek Vantagepoint Custom Reports and Microsoft SQL Server Reporting Services Guide, which you can download from the Deltek Support Services website.
Favorite Reports
You can customize standard reports and save them as new reports that are listed on the Favorites tab. This is useful when you need to run customized reports on a regular basis.
Reporting Services
Vantagepoint uses SQL Server Reporting Services to generate standard reports, manage reporting processes, and provide tools for building custom reports. SQL Server Reporting Services is a component of Microsoft SQL Server and part of the Microsoft Business Intelligence framework. You automatically receive SQL Server Reporting Services with your SQL Server database. The reporting features that SQL Server Reporting Services provides vary, based on the version of SQL Server that you are using. See the Deltek Vantagepoint Technical Installation Guide for detailed information about setting up reporting services, required versions of SQL Server Reporting Services, and related topics.
Report Administration
Use the Report Administration Utility in the desktop application to load reports on the report server, display current activity for servers and reports that are currently running on the report server, delete jobs, and view log data.
Upgrades Between Maintenance Releases Will Upload Only Changed Vantagepoint Reports
During installation of maintenance releases going forward (5.0.7 to 5.0.8, 5.5.2 to 5.5.3, and so on), only the changed reports in Vantagepoint will be loaded. This will significantly reduce the time needed to install maintenance release upgrades. For upgrades to and from major releases, for example from 5.0 to 5.5, all Vantagepoint reports will be reloaded.
Video
| Title | Description |
|---|---|
|
Learn how to create simple reports. |