Report Descriptions Overview

Reporting provides an extensive selection of standard reports. Each set of report description topics includes an overview topic, one or more topics that describe the report options, and a topic that describes the contents of the report columns.

If you use the Multicurrency feature, you can use the Fields tab of the User Defined Tab form to add user-defined monetary fields to Info Center records. When you add a field, you select one of these data types:

  • Currency — The field contains a monetary amount, but the currency varies from one record to another. The currency for a vendor is determined by the selection in User Defined Currency in the Vendor Info Center.

  • Currency (Specific) — The currency is the same for the user-defined field throughout Vision.

Related Topics:

  • Accounting Reports Overview
    Use the accounting reports to review and analyze your financial information.
  • Accounts Receivable Reports Overview
    Use accounts receivable reports to monitor and analyze information related to your AR invoices. The accounts receivable reports are available only if your firm uses Vision Billing.
  • Activity Reports Overview
    Use Activity reports to review data about activities and related calendar items.
  • Billing Reports Overview
    Use the billing reports to review and analyze your billing information.
  • Client Reports Overview
    On client reports you can review business addresses and contact phone numbers, as well as information about the projects and opportunities associated with each client. You can also set up and print client mailing labels.
  • Configuration Reports Overview
    Use the configuration reports to review selected configuration settings and audit trails of insertions, deletions, and changes made to those configuration settings.
  • Contact Reports Overview
    Use the contact reports to review information for the contacts in the Contact Info Center.
  • Data Export Reports Overview
    Vision Reporting includes a set of Data Export reports that give you the option to print or download to a file virtually all data in a general area of Vision.
  • Employee Reports Overview
    Use the Employee reports to review general employee information.
  • Equipment Reports Overview
    Use equipment reports to view information about equipment and assets.
  • Executive Reports Overview
    Use the critical metrics provided in the executive reports to manage, assess, and improve the performance of your organization.
  • General Ledger Reports Overview
    The general ledger reports in Vision Reporting help you present and monitor financial information. Some reports, such as the Balance Sheet, are standard financial reports. Other reports help you manage your company's finances. For example, the Profit Planning Monitor compares actual performance to corporate budgets.
  • Consolidated General Ledger Reports Overview
    If you use the Multicompany feature, you can run consolidated versions of Vision's general ledger reports to show financial data for a group of companies. For example, you might include all North American companies in one consolidation group, and all European companies in another.
  • Inventory Reports Overview
    Use the Vision Inventory reports to manage your inventory items and review inventory transactions.
  • Lead Reports Overview
    Use the Lead reports to review information about the people and companies who you have identified as leads to future business.
  • Marketing Campaign Reports Overview
    Use the marketing campaign reports to review information about events or activities that your firm undertakes to generate new business.
  • Opportunity Reports Overview
    Use the opportunity reports to review information about the opportunities in the Opportunity Info Center. For example, you can check how long each opportunity has been open or check the name of the contact for an opportunity.
  • Payroll Reports Overview
    Use the payroll reports to review and analyze data from Vision Payroll. These reports are only available if your company uses Vision Payroll and if you have the appropriate security access.
  • Project Planning Reports Overview
    The project planning reports offer multiple views of data contained primarily within the project plans or employee assignments. Project managers, team leaders, and other managers in your firm may want to review historical, forecast, and performance data by project plan and/or by resource in differing ways.
  • Project Reports Overview
    Use the project reports to review and analyze data related to your company's projects. The reports offer extensive options for filtering the data and for controlling the level of detail.
  • Purchasing Reports Overview
    Use the purchasing reports to review open purchase orders and check the status of purchase orders, purchase requisitions, or requests for price quotes.
  • Text Library Reports Overview
    Text library reports contain information entered in the Text Library Info Center. Text library records contain commonly used blocks of text that you can insert into custom proposals, employee resumes, or project reports. They can also contain links to external document files and graphic files.
  • Unit Reports Overview
    Unit reports contain information entered in the Unit Info Center.
  • User-Defined Info Center Reports Overview
    You can create custom user-defined Info Centers (UDICs) to supplement the standard Info Centers that are shipped with Vision. You can also link the user-defined Info Center information to the relevant Vision data.
  • Vendor Reports Overview
    Use the vendor reports to review information entered in the Vendor Info Center.
Parent Topic: Reporting Overview