Report listing activity

A forum for Custom Reporting & SQL Queries in Deltek Vision.
FrankMC
Posts: 5
Joined: Fri Apr 05, 2013 4:17 pm
Company: Arkinetics
Brief Company Description: Architecture Firm - Retail, Restaurant, Industrial, Hospitality, Office and of course the catch all Miscellaneous.
Deltek Vision Version: 7.0
Number of Employees: 16
Company Position: Partner + Director of Production
Vision Modules: all of them at this point
Number of Offices: 2
Location: Cleveland, Ohio
Contact:

Report listing activity

Postby FrankMC » Fri Apr 11, 2014 11:19 am

I need to create a report that:
1. Pulls Job activity for a specific year this would include sales, marketing and all billable project(I don't mind separating into different reports)
2. I want to show hours for the year, costs, and how much we made on that project (just during that year)
3. I would like to have it show what % we are up or down for that time period.

I got some of tis to work, but have issues with all projects not showing up. I tried Create Date, but that leaves out a project being worked on from the year prior.

Thanks in advance,
FMC

Emma Howard
Posts: 28
Joined: Fri May 25, 2012 6:19 am
Brief Company Description: WSP Group Africa - 900 users in Africa, subsidiary of WSP Group PLC - 9000 users worldwide, Deltek Vision user since 2009. Engineering company supplying all engineering services from Mechanical through to Green Energy
Deltek Vision Version: 6.1
Number of Employees: 900
Company Position: Deltek Project Manager
Vision Modules: Info Centres, Accounting, Time and Expense, CRM, Custom Proposals
Number of Offices: 0
Year Vision Installed: 2009

Re: Report listing activity

Postby Emma Howard » Sat Apr 12, 2014 8:00 am

Hi Frank - can you not use the projects with activity in 'period' functionality on a large number of the project reports available?

FrankMC
Posts: 5
Joined: Fri Apr 05, 2013 4:17 pm
Company: Arkinetics
Brief Company Description: Architecture Firm - Retail, Restaurant, Industrial, Hospitality, Office and of course the catch all Miscellaneous.
Deltek Vision Version: 7.0
Number of Employees: 16
Company Position: Partner + Director of Production
Vision Modules: all of them at this point
Number of Offices: 2
Location: Cleveland, Ohio
Contact:

Re: Report listing activity

Postby FrankMC » Sun Apr 13, 2014 12:24 pm

Emma,
I did do that. I also changed the period under The Utilities - Change Period Tab. I just can't seem to get it to work.

Emma Howard
Posts: 28
Joined: Fri May 25, 2012 6:19 am
Brief Company Description: WSP Group Africa - 900 users in Africa, subsidiary of WSP Group PLC - 9000 users worldwide, Deltek Vision user since 2009. Engineering company supplying all engineering services from Mechanical through to Green Energy
Deltek Vision Version: 6.1
Number of Employees: 900
Company Position: Deltek Project Manager
Vision Modules: Info Centres, Accounting, Time and Expense, CRM, Custom Proposals
Number of Offices: 0
Year Vision Installed: 2009

Re: Report listing activity

Postby Emma Howard » Wed Apr 16, 2014 12:24 am

Would it be possible to give us a screen shot of your selection screen?


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