Deltek Insight 2012: Making Sense of It All: Into the Depths of Vision Reporting

Making Sense of it All: Into the Depths of Vision Reporting

Teri Shinn, Administration Supervisor, MaGrann AssociatesPS-75

2 ©2012 Deltek, Inc. All Rights Reserved

Introduction

Overview of Vision Reporting

Review the key steps of standard reporting Options

Retrieving data from all levels Record Selection

Role of Project/Info Center lookup in reporting

One report - multiple uses

Scheduling and Emailing reports

Data Export reports – a hidden gem!

Questions and Answers

Agenda


Founded in 1982

50 person company headquartered in Mt. Laurel, NJ with offices located in Pennsylvania, Ohio, and Kentucky.

Services offered: MEP Engineering Design Energy Efficiency Consulting Verification services for certification programs for new construction Audit/energy performance services for existing homes/buildings Program Management of Residential New Construction for utilities.

Vision user since January 2010. Program management and verification services requires data collection of unique values for homes/buildings

Introduction


Client feedback for program management services

Response to client requests

Internal tracking of a home’s progress through the verification process

Invoicing backup reports

Reporting Needs


Standard Reports – ad hoc reporting Benefit: inclusion of user defined fields/grids Drawback: inclusion of data from other info centers is limited to lookup

fields

Report Builder – specialized reporting Benefit: allows for end user interactivity with report Drawback: user defined fields/grids cannot be used

Report Designer – highly customized reporting Benefit: reports can include data from several info centers and

modules Drawback: requires knowledge of SQL

Vision’s Reporting Options

Key Steps to Standard Reporting


Give some thought to the following:

Where does the reportable data live?

Who will be using this report?

How is this data going to be used?

What format will be used?

Preparation is helpful in choosing the report options to get the best results.

Before Creating Your Report…


Choose your options General Tab

If report is to pull data contained in a grid, select the grid in the dropdown. This action will populate the Columns tab with the fields in the grid in order to include them in the grid.

Activity Tab Uncheck all boxes, otherwise results may be limited

Key Steps - Options


Sorting/Grouping Tab – a key feature to pull data into a report: Organizes the data on your report To pull data from the WBS2 and WBS3 levels, make sure those fields

are checked. Add additional fields to sort data When adding additional fields to the sorting and grouping list, the

subtotal checkbox’s default value is checked therefore if you have the final totals box checked on the General tab, the totals will be displayed for that field

Options: Sorting/Grouping Tab


Sorting/Grouping Tab

Change or eliminate the heading name here

Use these other options to create a dynamic report:

Colored TextSort OrderCollapse/ExpandLine SeparatorPage BreakSubtotal Heading


Columns Tab Select the fields whose values are to be displayed on report Fields contained in a grid will only be available for selection if the grid

name is chosen on the General tab Tip: use the Find and Find Next to easily choose the fields available for

your report – eliminates the need to sort the field names in alphabetic order

Graph Tab Layout Tab

Change the date ranges, add gridlines, format font and numerical values

Key Steps - Options


If you have all your options set and like the configuration:

Save by clicking Organize and naming your configuration for use in future reports

Hit apply and go onto Record Selection

Options Set?


Record Selection Critical to pulling the correct data into report Same application as info center lookups - can utilize saved info center

searches to pull data into a report Use project level for pulling data on the WBS2 and WBS3 Use to pull data from other info centers into report – limited to only

those fields that are of the lookup type Use the Display Search Text to verify your selections prior to applying

to report

Key Steps – Record Selection

One Report – Multiple Uses

You have your report configured, now what? Download your report to the desired format, PDF, Excel, etc.


or……

04/18/202316 ©2012 Deltek, Inc. All Rights Reserved

Instead of downloading to a formatted report, click Preview on the reporting toolbar

Once in Preview mode, click on the magnifying glass to bring up the filtering screen

Another Way to View a Report


In the filter screen Select fields

Ensure that header fields chosen Utilize the filter to further refine

report Allows for multiple uses of one

report Can also be used for verification

purposes Click Search



Results are displayed in a Smart Grid

Enable Grouping to apply additional filters

Use as a pivot table

Export to Excel

Scheduling and Emailing Reports


Scheduling reports Scheduling reports that contain large amounts of data keeps system

from being tied up for user Will not be able to filter once report is completed Scheduled reports can be emailed for regular delivery, however reports

that contain financial data will need to be scheduled in coordination with accounting period changeovers.

Email reports Choose to email reports from toolbar or directly while in Preview mode Archive Reports Use with scheduled and emailed reports Use when testing a new report

Scheduling and Emailing Reports

Data Export Reports – a Hidden Gem!


“Lite” Reports Options only allow field selection; lacks sorting/grouping option Quick report generation Reports download to Excel with less formatting than regular reports

Less need to do additional filtering Cannot pull data from grids or other info center Create/Modified User or Create Date/Modify Date fields are not

available Great for data dumps that can be manipulated by the end user!

Data Export Reports

Questions?

Thank You!

Deltek Insight 2012: Making Sense of It All: Into the Depths of Vision Reporting

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Transcript of Deltek Insight 2012: Making Sense of It All: Into the Depths of Vision Reporting