Upload Custom Reports from a Workstation into Vantagepoint (Opt-In Available)

Use the Custom Reports tab in the Report Administration utility to upload custom reports (.rdl files) on a workstation into Vantagepoint.

During the upload process:

• The custom report files are copied to your:
  • Vantagepoint report server. These copies are accessed when users run the reports in Vantagepoint.
  • Vantagepoint database. These copies serve as backup copies that you can download if you need a report file and cannot find the original on your workstation.
• The custom reports are added to the Reporting application under My Stuff in the Vantagepoint Navigation pane.

If a report has multiple .rdl files (subreports), you must upload each subreport individually.

For more information about creating custom reports, see the Deltek Vantagepoint Custom Reports and Microsoft SQL Server Reporting Services guide. You can download this PDF guide from the Deltek Support Services website.

Prerequisites: To enable the Custom Reports tab in the Report Administration utility, your system administrator must select the Allow RDL files to be uploaded in Report Administration checkbox on the General tab in the Weblink utility.

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 upload a custom report from a workstation into Vantagepoint:

1. On the Navigation pane, select Utilities > Report Administration.
2. On the Report Server form, click the Custom Reports tab.
3. On the Load Custom Reports grid toolbar, click Upload.
4. On the Select Custom Report File to Upload dialog box, select a custom report .rdl report file to upload and click Open.
   The report file is added to a row in the Load Custom Reports grid.
5. In the Load Custom Reports grid, click the Location field in the row for the custom report and then select the report type for the report, such as Projects, Accounting, or Payroll.
   This step groups the reports for easier selection in the Vantagepoint Reporting application.

   For custom reports for any user-defined hub, select User Defined Hub in the Location field.

6. Repeat steps 3 through 5 to upload each subreport that a custom report has, or upload other custom reports.
   If a custom report has subreports, you must add each subreport individually in the grid.
7. Click Save.
   The custom reports are uploaded to your report and database servers and added to the Vantagepoint Reporting application. You will not see a status bar. The process may take a few minutes to complete.
8. When the reports finish uploading, click OK on the dialog box that says the reports have been loaded.
   In the Load Custom Reports grid, the name of the report now displays in the File Name field.

   The Status field displays Synchronized, to indicate that the report was successfully uploaded to the report and database servers and the Vantagepoint Reporting application.

9. Log out and then log back in to Vantagepoint to confirm that the custom reports were added to the Reporting application.
   The custom reports also display in the Report Name drop-down list in Settings > General > Custom Report Options, where you can add parameters to them.

Postrequisites: After you upload a custom report, verify role security settings to ensure that the appropriate users have access to the newly uploaded reports.