Generate a Report from the Reports Dashboard

From the Reports dashpart, you can change report options, generate a report, and print a report.

To generate a report, complete the following steps:

1. Click Dashboard at the top of the screen.
2. Go to the Reports dashpart and select one of the following actions:
   • To open the Reports dialog box and change report options, click the arrow next to a report, then click Options.
   • To display a report, click anywhere on the name of the report.
   • To print a report, click the arrow next to that report and then click Print.

     If your firm uses the Deltek First Vision Essentials cloud version of Vision, the Print option is not available. You can preview reports onscreen and then print the reports from the Preview window.

     You can also display the report and then click above the report. Either option lets you select printing options before you print the report.