Procedures

The procedures for creating reports and favorites are similar across report types.

Related Topics:

  • Create a New Report
    Before you generate a report the first time, you must apply either default options or options that you select. If you click Preview or Print before you set options or apply default options, Vision automatically opens the Options dialog box so that you can set options.
  • Create User-Defined Sections
    Use the User Defined Sections tab to add sections to Customer Relationship Management (CRM) reports.
  • Exclude Promotional and Overhead Projects from the Unbilled Reports
    To exclude promotional and overhead projects from the Unbilled Detail and Aging report or the Unbilled Summary report, select projects for the report based on charge type.
  • Use Account Groups in General Ledger Reports
    Account groups enable you to group related accounts on your general ledger reports. In the Account Info Center, first set up account group names, and then set up account group tables that list the accounts or ranges of accounts in each account group.
  • Create a Favorite Report (Save Personal Only)
    If the Favorites Organizing security setting for your role is Save Personal Only, you can save favorites for your own use. However, you cannot make a favorite available to other users who share your security role, and you cannot create, rename, or delete global favorites.
  • Create a Favorite Report (Save for My Role)
    If the Favorites Organizing security setting for your role is Save for My Role, you can save favorites for your own use, and you can save a role-specific favorite to be shared with co-workers who are assigned your security role. You can also rename, modify, or delete any favorite that you create or any favorite created specifically for your role. However, you cannot create, rename, or delete global favorites.
  • Create a Favorite Report (Save for All Roles)
    If the Favorites Organizing security setting for your role is Save for All Roles, you can save favorites for your own use, save role-specific favorites to be shared with co-workers who are assigned your security role, and save global favorites to be shared with all Reporting users.
  • Generate a Favorite Report
    After you create a favorite report, you can use the Reports grid or a link on your Vision Dashboard to generate the favorite. When you generate a favorite report, Vision automatically applies all options settings and retrieves data from the appropriate records.
  • Modify a Favorite Report
    For an existing favorite report, you can change the reporting options, the data selection criteria, and who can use the favorite.
  • Delete a Favorite Report
    If you no longer want a favorite report to be available, you can delete it.
Parent Topic: Creating Reports and Favorites