Custom Reports Created with SQL Server Reporting Services

Standard reports that are provided with the Deltek Vision software are designed to meet most of your business needs. In addition, you can use Microsoft® SQL Server Reporting Services (SSRS) and its report writing tools to create Vision custom reports.

With SSRS's Report Builder or Business Intelligence Development Studio (BIDS), which is also known as Report Designer, you can create custom reports with Vision's report model or report templates. You can also open a copy of a Vision standard report in BIDS and modify it to create a custom report.

Deltek Vision Custom Reports and Microsoft SQL Server Reporting Services Guide

For more information about creating custom reports, see the Deltek Vision® Custom Reports and Microsoft® SQL Server Reporting Services Guide, which you can download from the Deltek Customer Care Connect site.

Custom Report Creation and Generation Process

The creation, delivery, and generation of custom reports involves the following tasks:

Task	Description
1	Install the required software.
2	Give the appropriate users who will create custom reports access to SSRS and its report writing tools.
3	Load the Vision report model into SSRS. Load the Vision report templates on the workstations of appropriate users who will create custom reports with BIDS (Report Designer).
4	Access the Vision report model in Report Builder to create custom reports. Access the Vision report templates in BIDS to create custom reports. Create a custom report from a copy of a Vision standard report in BIDS.
5	Save custom reports to the appropriate folder on your application server.
6	Load custom reports using Report Administration: Utility > Report Administration.
7	Set up parameters for a custom report in Configuration: Configuration > General > Custom Report Options.
8	In Vision Role Security Configuration, set up access rights to give the appropriate Vision users the ability to generate and print specific custom reports from the Vision Reporting menu.
9	From the Vision Reporting menu, select a custom report, choose options, generate the report, and then preview and print it.