How to Run a Report in Deltek Costpoint (Project Status, Expense, SOC)
how do i run a report in deltek costpoint
Also searched as
- deltek costpoint project status report
- deltek costpoint expense report guide
- deltek costpoint soc report
Short answer
In Costpoint you run a report from the module's reports or report-type screen: open it, enter the parameters such as project, period and organisation, then preview or submit it to the process queue and open the output when it finishes. Project status and expense reports follow the same pattern. A SOC report is different: it is Deltek's independent assurance report, not something you run inside Costpoint.
Applies to: Deltek Costpoint 7.x and 8.x; report names and menu paths depend on licensed modules and security
Running any Costpoint report
- 1Open the module that owns the data (Projects, General Ledger, Accounts Payable, Timesheet) and find its report or reports area.
- 2Select the report screen you need. If it is not visible, your security role may not include it.
- 3Enter parameters: project or project range, accounting period or date range, organisation, and any status or sort options.
- 4Choose how to run it: preview on screen for small outputs, or submit to the process queue for large ones.
- 5If queued, open the process or job status screen to watch it, then retrieve the output when it completes.
- 6Export or print the output to PDF or a spreadsheet format as needed.
- 7Save the parameter set or note it so the report is repeatable, especially for period-end and audit reports.
Project status and expense reports
A project status report combines costs, billings, funding and often budget or estimate-at-completion figures for a project or range. Choose the report that matches your question: cost-to-date, funding status, or backlog. Always set the period and project range explicitly, because a default range can silently omit projects.
Expense reporting has two meanings. Expense reports entered by employees are submitted and approved in the expense workflow, while reports that list expenses by project, vendor or account come from the reporting screens. Decide whether you need the workflow status or the financial listing before searching.
Why a report is empty or slow
Empty output is almost always parameters: wrong period, a project outside your security scope, or a status filter excluding the records. Test with a broad range first and narrow down. Costpoint security applies to reports as well as screens, so two users can legitimately see different totals.
Slowness comes from large ranges and heavy joins. Queue the report instead of previewing it, run big period-end reports off-hours, and avoid several users running the same large report at once. If a report was fast last year and slow now, data volume and missing database maintenance are the usual causes.
What a SOC report is, and where to get it
A SOC report (for example SOC 1 or SOC 2) is an independent auditor's attestation about a service provider's controls. For Costpoint it relates to Deltek's hosted services, not to a screen you run inside your tenant. Your auditors or security team request it from Deltek through your account channel, usually under NDA.
If you want internal control evidence about your own Costpoint use, such as who changed what, use the audit trail and security reports instead. See the audit trail report page. Do not confuse the vendor's assurance report with your own control testing.
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Common pitfalls
- !Leaving a default project or period range that silently omits data.
- !Previewing a huge report on screen instead of queueing it.
- !Assuming everyone sees the same totals when security scopes differ.
- !Searching Costpoint for a SOC report that comes from Deltek, not the application.
- !Not recording parameters for period-end and audit reports.
How an ERP-grounded AI assistant handles this
Often people run three reports to answer one question. A private assistant grounded in Costpoint data, such as ERPray, answers the question in plain language: which projects are over funding, what was spent against an account this period. It shows the underlying query, respects Costpoint roles and is read-only by default. Formal, parameterised reports remain right for audit submissions; the assistant is for exploration.
Frequently asked questions
Where do I find reports in Deltek Costpoint?
Each module has its own reports area, such as Projects, General Ledger, Accounts Payable and Timesheet. If you cannot see a report you expect, your security role probably excludes it, so ask your Costpoint administrator.
Why is my Costpoint report blank?
Check the parameters first: period, project range, organisation and status filters. Then check your security scope, because Costpoint reports honour your access. Test with a wide range and narrow down until you find the filter that removes the data.
How do I run a large Costpoint report without freezing my screen?
Submit it to the process queue rather than previewing, then track it in the job status screen and open the output when complete. Schedule heavy period-end reports for off-hours to avoid slowing other users.
Is a SOC report something I run in Costpoint?
No. A SOC report is an independent auditor's attestation about Deltek's hosted service controls. Request it from Deltek through your account or support channel, usually under NDA. For your own change tracking, use audit trail reports.
Related
Deltek Costpoint Audit Trail Report for DCAA Readiness
Costpoint can record who changed which data and when, but audit trail coverage is something an administrator configures per table and field, so the first step is to confirm what is being tracked. Once enabled, you report on changes through the audit or change-tracking reporting in your release, and pair it with transaction history, timesheet change records and security reports for a complete DCAA story.
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An incurred cost submission is built from closed-year, reconciled Costpoint data: final direct cost by contract, pool and base amounts, and final indirect rates. Close the fiscal year, freeze the cost data, reconcile pools and bases to the general ledger, then map the results into the government's Incurred Cost Electronic (ICE) model schedules before the deadline.
How-toHow to Edit Favorites, Change Your Password and Delete Lines in Deltek Costpoint
In Costpoint you manage favorites from the navigation pane (add a screen to Favorites, then reorder or remove it there), change your password from the login screen or your user options when Costpoint itself authenticates you, and delete lines by selecting the row in the grid, using the delete-record or delete-line toolbar action, and saving. Exact labels shift slightly between Costpoint 7 and 8, and passwords are managed in your identity provider when SSO is on.
Error fixDeltek Costpoint Not Working: Outage, Login and Mobile App Troubleshooting
First decide if it is an outage or a local problem: check Deltek's cloud status page if you are hosted by Deltek, or your own servers if on-premises, then test another user and another browser. Most Costpoint issues are login or session problems, browser or network changes, or a mobile app pointed at the wrong server. The mobile app pairs with a QR code or server URL generated by your administrator.
How-toWhat Is the Latest Version of Deltek Costpoint?
Costpoint 8.x is the current generation of the web product, delivered as a series of releases such as 8.0 and 8.1 with regular updates, and Deltek publishes the authoritative current number on its support portal. The core bundle is the base licensed set of modules, and content management integration is usually done through document links or connectors to a separate repository such as SharePoint.
Error fixDeltek Costpoint Connection Error: Is Costpoint Down?
A Costpoint connection error means a layer between your browser and the database failed: your network or browser, the web or application server, single sign-on, or the database. Test from outside your machine first to learn whether it is only you or everyone, then check each layer in order. If you are Deltek-hosted, check Deltek's status communications and open a support case.
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Stuck on Deltek Costpoint?
Talk to engineers who work inside Deltek Costpoint every week, and who build private AI that answers these questions from your own ERP data.
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