Load Custom Checks on the Report Server (Opt-In Available)

You need to load custom checks on the Vantagepoint report server so that they will be available for use by the Employee Expenses and Accounts Payable applications.

Prerequisite:

These steps apply if you enabled the Report Administration utility in the Opt-In Features grid in Settings > General > Opt-In.

You can choose to opt in to this feature for the Vantagepoint 7.2 release. The ability to opt in is temporary and will be removed when the feature becomes automatically enabled for all Vantagepoint users in a future release. For more information, see Opt-In Feature Overview.

To load custom checks and their subreports on your report server:

  1. In the Navigation pane, select Utilities > Report Administration.
  2. In the Location of Reports on Application Server field on the Load Reports tab, enter the location of the custom check templates on your application server.
    The default location is C:\Program Files\Deltek\DeltekPS\Reports.
  3. Set the Type option to Custom.
  4. In the Report Name field, enter the custom check template filename.
  5. On the Loaded Reports grid toolbar, click Load Report Files.
  6. Repeat these steps for additional custom check templates.
    After you load a custom check template, only the main custom check template file displays in the Loaded Reports grid. The grid hides the subreports.