Use the Activity tab to specify a period for the report and to filter the report to only include
projects, phases, or tasks with activity in that period. You can set up a report to be generated on a recurring basis. If you set up a recurring report to show current activity,
Vision bases the report on the accounting period that is current at the time it generates the report.
Contents
| Field | Description |
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| Only Show Projects with Activity
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Select this option if you want the report to include only those projects with labor, expenses, or other transactions that affect project costs dated in the period specified in
Activity Period.
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| Only Show Phases with Activity
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If you restrict the projects on the report based on activity, select this option if you also want to include only those phases with labor, expenses, or other transactions that affect project costs dated in the period specified in
Activity Period.
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| Only Show Tasks with Activity
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If you restrict the phases on the report based on activity, select this option if you also want to include only those tasks with labor, expenses, or other transactions that affect project costs dated in the period specified in
Activity Period.
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| Activity Period
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Use this option to select the period for the report.
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Current — The accounting period that is currently open.
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Year-to-date — The current fiscal year through the current accounting period.
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Job-to-date — From the beginning of the project through the current accounting period.
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Period Range — This is the period specified in the
Period Range field on the General tab of the Options dialog box.
This setting works with the activity options described above.
For example, if you select
Only Show Projects with Activity and select
Year-to-Date in this field, the report only includes those
projects with activity since the beginning of the current year.
Selection based on activity applies to budgets also. If a phase or task is not included on the report because it has no current activity, budgeted amounts for the phase or task are not included either.
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| Include Invoices and Cash Receipts in Activity
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Select this option if you want Vision to consider invoice and cash receipts as activity when selecting projects, phases, and tasks for the report.
If you select this option, the report includes projects for which you received payment of an invoice during the period, even if they had no labor or expense activity for the period.
This option can make it easier to compare amounts on different project reports. For example, to compare the Project Earnings report to the Office Earnings report, you would select the same activity period for both reports and select this option for both reports. That ensures that the reports include the same projects, and thus show the same totals for revenue, billed, and other amounts.
This option also applies to drill-down reports.
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