Vista Reports
The following discusses new reports, as well as updates made to existing standard reports for the 2022 R1 release.
A note about security
When new reports are added, their default security level is set to None, even for users who have Full Access to Vista. When reviewing new reports for this release, determine who should have access to which reports. Add or change security as needed in VA Report Security. Make sure to include any Audit and Distribution reports as permission to access the related batch forms does not automatically give permission to access the audit/distribution reports. You can locate audit/distribution reports in VA Report Security using the Filter bar. Enter Audit in the Type column, and the grid will restrict the list of reports to only audit and distribution reports.
For a list of report defects fixed in this release, click here to go to the Track Cases/Issues page of the Viewpoint Customer Portal. Use the filter options to select your product and module. Then in the Fixed In Version field, select this version.
Accounting
The Vista 2022 R1 release affects reports in the Accounts Payable module. There are no new or changed reports for the Accounts Receivable, Cash Management, or General Ledger modules.
| Report | Report ID | Description |
|---|---|---|
| AP Check Print - AvidXchange | 1293 | In conjunction with the transition to Aatrix for year-end reporting, this report was removed from the Reports menu, as it is no longer being used.
|
| AP Vendor Compliance | 67 | Added a new Show only Codes that are not in compliance? parameter to report. When selected, the report displays only those codes with which the vendor is not currently in compliance. If not selected (default), the report shows all compliance codes for the vendor, regardless of compliance status. |
| United States | ||
| AP 1099 Dividend Print Form Copy B | 1 | In conjunction with the transition to Aatrix for year-end reporting, the following reports were removed from the Reports menu, as they are no longer being used.
|
| AP 1099 Dividend Print Form Copy C | 2 | |
| AP 1099 Interest Print Form Copy B | 3 | |
| AP 1099 Interest Print Form Copy B | 4 | |
| AP 1099 Miscellaneous Print Form Copy B | 5 | |
| AP 1099 Miscellaneous Print Form Copy B | 6 | |
| AP 1099 NEC Print Form Copy B | 1331 | |
| AP 1099 NEC Print Form Copy B | 1332 | |
Costs and Contracts
The Vista 2022 R1 release affects reports in the Job Billing, Job Cost, and Purchase Order modules. There are no new or changed reports for the PreConstruction or Subcontract Ledger modules.
| Report | Report ID | Description |
|---|---|---|
| JB Progress Invoice | 448 | If you use multi-level tax codes, these reports now allow breaking them out into their individual components (such as GST and PST). To enable this functionality, the following changes were made:
If you do not select the Print Detail for Tax This Invoice parameter, the report prints the previous tax amount in the Plus Previous Tax line, and the tax amount for the current invoice in the Plus Tax This Invoice line. If you select the Print Detail for Tax This Invoice parameter, the report prints a Plus Tax This Invoice line for each single-level tax code in use by a contract item on the invoice, as well as a separate line for each of the single-level members of any multi-level tax codes. Total Tax: 1,785.00 Plus Tax This Invoice (GST): 1,050.00 Plus Tax This Invoice (PST): 735.00 In addition, as part of this functionality, a new vHQTXHistory table was added to track the single-level tax codes and amounts that make up each of the multi-level tax codes. This table is populated when you initialize bills via JB Initialization, as well as when you update a bill item in JB Progress Bill. Note: For legacy invoices (created prior to this release), no tax detail data is available in the system for display. For any such invoice, a single summary value for the current tax amount appears in place of tax details in the totals section, along with an indicator of the unavailability of tax details for that particular invoice.
|
| JB Progress Invoice with Units | 450 |
HR and Payroll
The Vista 2022 R1 release affects reports in the Human Resources and Payroll modules.
| Report | Report ID | Description |
|---|---|---|
| PR Department Costs (Pre 6.11 version) | 1294 | In conjunction with the transition to Aatrix for year-end reporting, these reports were removed from the Reports menu, as they are no longer being used. |
| PR Department Costs by Expense Month (Pre 6.11 version) | 1295 | |
| United States | ||
| PR W2 Employee Run | 862 | In conjunction with the transition to Aatrix for year-end reporting, these reports were removed from the Reports menu, as they are no longer being used. |
| PR W2 Employee Run Attach | 863 | |
| PR W2 Local Order | 866 | |
| PR W2 State Order | 868 | |
| Canada | ||
| PR Canada T4 Summary | 1062 | In conjunction with the transition to Aatrix for year-end reporting, these reports were removed from the Reports menu, as they are no longer being used. |
| PR Canada T4 Slip | 1066 | |
| PR Canada T4 Slip No Form | 1109 | |
| PR T4 Reconciliation Report | 1151 | |
