Deltek Vision: Custom Reporting

Did your finance department ever approach you to create them that one specific report that’s missing? Did you ever wonder if you could write a report that would take advantage of Deltek Vision’s ® reporting capabilities and allow you to create selections, set up your own grouping, show and hide columns and create your own favourites? Or did you ever wanted to create invoices with a bit more bling than the plain standard ones?

Then the following chapters will help you doing just that. In the first article we will go through a step-by-step guide on how to create your own custom report.

Continue reading “Deltek Vision: Custom Reporting”

User Defined Fields, Grids and Info Centers

The most used and by far the easiest way of customizing Deltek Vision is the User Defined Controls feature. This allows you to add new fields and grids to any existing info center (like projects, employees, vendors, etc..) or even create your own new info centers from scratch.

Custom fields support all the data types you know from standard Vision like numbers, characters, dates, memo-fields, etc…
but you can also select any of the info centers (built-in and user defined) as data type which will allow you to link one record to another. Continue reading “User Defined Fields, Grids and Info Centers”