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Add User-Defined Reports

Modified: 7 Jun 2026 Viewpoint Estimating Customization / User-Defined Reports Help

Add user-defined reports to use your own customized reports (created in Report Builder). User-defined reports are added to Report Builder in module-specific folders. Each module has its own User-Defined Reports.

Before you create a user-defined report, you must create an RDL file for the report in Report Builder.
Note: You must add user-defined reports from the server, unless you have a standalone system in which one computer is used as the server and workstation.
  1. Open the SQL Server Reporting Services Report Manager:
    Click the Windows Start menu, and select All Programs > Microsoft SQL Server > > Configuration Tools > Reporting Services Configuration Manager.
    Note: If you have multiple versions of Microsoft SQL Server installed, select the most recent version's folder.
  2. Connect to the report server instance: Select the server name and the report server instance, then click Connect.
  3. Display the Report Manager for the report server instance:
    1. In the left pane, click Report Manager URL.
    2. In the right pane, in the URLs field, click the link.
  4. If you haven't already done so, create the folder for your user-defined reports:
    1. Click New Folder.
    2. Enter PCMXUserDefinedReports as the name for the new folder and click OK.
    Note: The folder must be named PCMXUserDefinedReports.
  5. To open the user-defined reports folder, click PCMXUserDefinedReports.
  6. If you haven't already done so, create a folder for each module for which you want to add a user-defined report.
    Note: The name of the folder must exactly match the name of the module. Use the following as needed for the folder names:
    • Estimating
    • Projects
    • Equipment
    • Materials
    • Financial
    • Customers
    • Vendors
    • Employees
    • Administration
    1. For each module, click New Folder.
    2. Enter the module name as the name for the new folder and click OK.
  7. Click the appropriate folder to open the user-defined reports folder for the module for which you want to add the user-defined report.
  8. Upload the RDL file for the report:
    1. Click Upload File.
    2. In the File to upload field, enter the full path for the backup or click Browse and browse to the RDL file for the report.
    3. If needed, in the Name field, enter a name for the report.
    4. Click OK.
After creating a user-defined report, you may want to run the report. For instructions, see Run and Print Reports.
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