DETAILS 

This documentation contains technical requirements and loading instructions for your custom report.  Should you have any issues with the instructions below, please contact your Full Sail Partners Custom Services Consultant for assistance. 

 

 

INSTALLATION SUMMARY 

  1. Run any included Scripts against your Vision database.  

  1. Copy included reports to the appropriate directory

  2. Load the reports

  1. Configure and Test the Report. 

 

If you have a SQL script included with your custom report:  Run the scripts. 

  1. Make a Backup of your Vision or Vantagepoint Database. 

  1. Open the script in SQL Management Studio, select your Vision or Vantagepoint database and click Execute 

 

  1. Copy the entire contents of the ZIP file with the file extension of RDL into the reports installation directory for your Deltek Vision product on the Application Server: 

Custom Invoices: 

<Installation Drive>\Program Files\Deltek\<Vision/Vantagepoint>\Reports\Custom\Invoice 

Custom Reports:

<Installation Drive>\Program Files\Deltek\<Vision/Vantagepoint>\Reports\Custom\My Reports\<Application Area>

 

 

  1. Launch Vision and navigate to UTILITIES > REPORT ADMINISTRATION (in Vantagepoint this is done in the Desktop Application)

 

 

 

  1. Click on the pop up menu for REPORT TYPE and select CUSTOM. 

 

 
 

 

  1. Click LOAD REPORT FILES