Viewpoint Report Module - Revision history

Siyuan wei at 20:37, 20 June 2023

2023-06-20T20:37:04Z

← Older revision		Revision as of 20:37, 20 June 2023
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	That's a basic rundown of how to use reports in Viewpoint Vista. Keep in mind that the specific steps may vary depending on the report you're running and the version of the software you're using.		That's a basic rundown of how to use reports in Viewpoint Vista. Keep in mind that the specific steps may vary depending on the report you're running and the version of the software you're using.


			[[Category:Viewpoint Fundamentals]]
			[[Category:Operations]]

Siyuan wei at 22:20, 28 February 2023

2023-02-28T22:20:57Z

← Older revision		Revision as of 22:20, 28 February 2023
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	Are you looking for information on some specific reports for Operations? see		Are you looking for information on some specific reports for Operations? see
	HOW to use reports in Viewpoint Vista:		HOW to use reports in Viewpoint Vista:
	# Accessing Reports: To access the reports in Viewpoint Vista, you need to go to the Reports menu on the top of the screen. From there, you can select the report category that you want to run.		# '''Accessing Reports:''' To access the reports in Viewpoint Vista, you need to go to the Reports menu on the top of the screen. From there, you can select the report category that you want to run.
	# Selecting a Report: Once you've selected a report category, you will see a list of reports available in that category. You can select the report that you want to run by clicking on it.		# '''Selecting a Report:''' Once you've selected a report category, you will see a list of reports available in that category. You can select the report that you want to run by clicking on it.
	# Setting Report Parameters: After selecting a report, you will need to set the report parameters, such as the date range, project, job, or cost code, depending on the report. The parameters will vary depending on the report that you're running.		# '''Setting Report Parameters:''' After selecting a report, you will need to set the report parameters, such as the date range, project, job, or cost code, depending on the report. The parameters will vary depending on the report that you're running.
	# Running the Report: After setting the parameters, you can run the report by clicking on the "Run" button. The report will then generate and display the data that meets the parameters you set.		# '''Running the Report:''' After setting the parameters, you can run the report by clicking on the "Run" button. The report will then generate and display the data that meets the parameters you set.
	# Customizing Report Output: Viewpoint Vista allows you to customize the output of the reports by selecting different options such as sorting, grouping, and filtering the data. You can also export the report data to different file formats such as PDF, Excel, or Word.		# '''Customizing Report Output:''' Viewpoint Vista allows you to customize the output of the reports by selecting different options such as sorting, grouping, and filtering the data. You can also export the report data to different file formats such as PDF, Excel, or Word.
	# Saving and Scheduling Reports: You can save reports in Viewpoint Vista for future use or schedule reports to run automatically at a specific time or day. This feature is useful if you need to run the same report on a regular basis.		# '''Saving and Scheduling Reports:''' You can save reports in Viewpoint Vista for future use or schedule reports to run automatically at a specific time or day. This feature is useful if you need to run the same report on a regular basis.

	That's a basic rundown of how to use reports in Viewpoint Vista. Keep in mind that the specific steps may vary depending on the report you're running and the version of the software you're using.		That's a basic rundown of how to use reports in Viewpoint Vista. Keep in mind that the specific steps may vary depending on the report you're running and the version of the software you're using.

Siyuan wei: Created page with "Are you looking for information on some specific reports for Operations? see HOW to use reports in Viewpoint Vista: # Accessing Reports: To access the reports in Viewpoint Vi..."

2023-02-28T22:19:41Z

Created page with "Are you looking for information on some specific reports for Operations? see HOW to use reports in Viewpoint Vista: # Accessing Reports: To access the reports in Viewpoint Vi..."

New page

Are you looking for information on some specific reports for Operations? see
HOW to use reports in Viewpoint Vista:
# Accessing Reports: To access the reports in Viewpoint Vista, you need to go to the Reports menu on the top of the screen. From there, you can select the report category that you want to run.
# Selecting a Report: Once you've selected a report category, you will see a list of reports available in that category. You can select the report that you want to run by clicking on it.
# Setting Report Parameters: After selecting a report, you will need to set the report parameters, such as the date range, project, job, or cost code, depending on the report. The parameters will vary depending on the report that you're running.
# Running the Report: After setting the parameters, you can run the report by clicking on the "Run" button. The report will then generate and display the data that meets the parameters you set.
# Customizing Report Output: Viewpoint Vista allows you to customize the output of the reports by selecting different options such as sorting, grouping, and filtering the data. You can also export the report data to different file formats such as PDF, Excel, or Word.
# Saving and Scheduling Reports: You can save reports in Viewpoint Vista for future use or schedule reports to run automatically at a specific time or day. This feature is useful if you need to run the same report on a regular basis.

That's a basic rundown of how to use reports in Viewpoint Vista. Keep in mind that the specific steps may vary depending on the report you're running and the version of the software you're using.