Deploy Custom Reports

If your organization purchased the Flex Cloud option or the Custom Reports Add-On, you can deploy your own custom reports to your Vantagepoint production and non-production environments.

To upload custom reports, go to the Custom Reports tab in Utilities > Report Administration in the desktop application.

Each report listed in the grid on the Custom Reports tab should have a status of Synchronized.

  • If the status is Missing in report server, the report definition is present in the database but is not loaded on the report server. This problem can occur if your production database gets out of sync with the report server. Click Synchronize on the toolbar to resolve the problem.
  • If the status is Missing in database, the report has been loaded on the report server but is not present in the database. Re-upload the RDL file to resolve the problem.

The Vantagepoint cloud solution does not include the SSRS Report Builder component. If you want to develop and deploy custom reports, you must do so locally using SQL Server Data Tools for Visual Studio.

Production Reports

Use the following syntax to name the RDL, where XXXXX is your 5-digit client ID:

00000XXXXX_ReportName.rdl

Non-production Reports

Use the following syntax to name the RDL, where XXXXX is your 5-digit client IDand <databaseType> is equal to the type of database:

00000XXXXX_ReportName_<databaseType>.rdl

For example, use 00000XXXXX_ReportName_Sandbox.rdl for a Sandbox database or 00000XXXXX_ReportName_Preview.rdl for a Preview database.

If a custom report has sub-reports, you must upload each sub-report and name it using this syntax.

Note: If you do not follow this naming convention it is possible that a custom report being updated and tested in another database will overwrite the current report in your production database.

When you are ready to upload a non-production report to your production database, remove the appended _<databaseType>, which will designate this custom report as a production report.

Reporting Data Source

To maintain optimal performance, the Deltek Cloud environments leverage a read-only replica as the data source for reporting. Any custom reports that write back to the database require the following parameter to be set in the RDL file so the report does not use the read-only replica as the data source.

If any custom reports are writing back to the database, set a parameter in the RDL file as follows:
  • The custom property is useTransactionDatabase.
  • Set the value to Y in the custom report RDL file.

Report Backups

Be sure to retain backups of all of your custom report RDL files.

Deltek is not responsible for retaining the RDL files. Use the Download button on the Custom Reports tab to download an RDL from the database.