View Vision Records from a Custom Report

For some Project data cube dimensions that you add to a custom report, you can open the dimension record in Vision directly from the report. This is a "drill-through" action.

Prerequisites: For the drill-through feature to work, you must enter the URL that points to the Vision application server in the Application URL field on the Email tab of Vision General System Setting. You must also include valid measure and dimension combinations on a report. If you add invalid combinations, then [No Actions Defined] displays in the Additional Actions shortcut menu, instead of the Link to Vision: <Field Name> option.

Example

To view Vision records from a custom report, complete the following steps:

1. Add the Vendor Name dimension and the Vendor Paid Last Year measure to an Excel report.
2. In the report results, right-click a Vendor Paid Last Year amount for a vendor, and click Additional Actions on the shortcut menu. You must click the measure results (not the dimension) to open the record in Vision.
3. Click the Link to Vision: <Vendor Name> option.
4. On the Vision login dialog box, enter your Vision login credentials. If you have multiple Vision databases, be sure that you enter your Vision login credentials for the same Vision database that is connected to Excel. The vendor record opens and displays on the Voucher tab in Accounting > Accounts Payable > Vendor Review in Vision.