Loading Custom Reports into Vision

You use the Report Administration utility to upload custom reports with .RDL file extensions into Vision.

In the utility, there are two ways to upload custom reports, depending on where the reports are currently located:

• On the Load Reports tab in Report Administration, you upload custom reports from the Vision application server into Vision. Using this method, you must place the .RDL files in the folders on the application server that match the corresponding Vision Reporting submenus from which you want users to access the reports.
• On the Custom Reports tab in Report Administration, you upload custom reports into Vision from any location on a workstation.

When you use either of these upload methods, the custom reports are copied to your Vision report server and added to a submenu under the Reporting menu in the Vision Navigation pane.

After you upload your custom report, verify role security settings to ensure that the desired users have access to the newly uploaded reports. Contact your Vision Administrator to verify and update the role security settings for the custom report.

Deltek does not support the deployment of reports onto your Vision report server directly from within the BIDS or Report Designer software.

If your firm uses the Deltek First Vision Essentials cloud version, the Report Administration utility does not display unless a Vision system administrator selects the Allow RDL files to be uploaded in Report Administration check box on the General tab in the Weblink utility. The only tab that is available in the Report Administration utility in Deltek First Vision Essentials is the Custom Reports tab.