Custom Reports

LOOKING FOR AN ECONOMIC ALTERNATIVE TO CUSTOM REPORTS?

Many have asked for custom reporting to consolidate 2 or 3 reports into one.  Not only are we usually shocked to find out how expensive they can be, but also when we learn about maintenance with upgrades over time.  There are alternatives to custom reports that enables data to be pulled into one standard Vision report.  An example is attached and shown below with typical project summary data along with the three (3) columns on the far right not currently reportable on standard project summary reports.

WIP and Held found on either Unbilled Detail or Unbilled Summary Billing reports and Write-Offs found on Project Detail Reports, but now all available on one Project Summary.  You may have other ideas that could be done in a similar fashion.  Remember, there is always a solution to any reporting or processing problem.  If you have needs or ideas please let me know.

If the information is Deltek Vision, I can create a report to display it in a way that is meaningful to your team.  I will work with you to design a report that gives you the exact information you need.  I have created numerous Deltek Vision reports all configured from standard Deltek Vision reports.

See examples of a few different reports below:

EMPLOYEE MILEAGE REPORT

CERTIFIED PAYROLL FOR PREVAILING WAGE / DAVIS BACON

DEPARTMENT KEY STATISTICS  REPORT.

ROLLING UTILIZATION REPORT.

PROJECT SUMMARY WITH WIP, HELD & WRITEOFFS

EMPLOYEE UTILIZATION W/ AVG BILL RATE & LABOR MULTIPLIER.

INCOME STATEMENT W/ STATS.

EMPLOYEE ADVANCE / GENERAL LEDGER REC.

PROJECT SUMMARY WITH BACKLOG & FORECASTING. 

Every firm looks at Project Financials somewhat differently, so you may have other needs and ideas.  Please contact me to discuss.

If the information is Deltek Vision, I can create a report to display it in a way that is meaningful to your team.  I will work with you to design a report that gives you the exact information you need.  I have created numerous Deltek Vision reports all configured from standard Deltek Vision reports.

Did you ever want to center the footer on your Invoice Templates?

There is a way, contact me for assistance.

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