Costpoint Online Help

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

Reports & Analytics

Use the Reports & Analytics domain when you want to see role-based dashboards and view information you rely on most without having to navigate to individual Costpoint modules or reports.

Dashboards present the information graphically and accurately so you can easily analyze your business data. You can also use the Reports & Analytics domain to access either the Costpoint Enterprise Reporting or Costpoint Analytics add-on from within Costpoint via the Single Sign on (SSO) feature. Make sure that the integration URL for Reports & Analytics are properly configured before you access these Costpoint add-ons.

Videos

The following videos provide related information.

Title Description

Home Dashboard

View this video to learn how to access and use the home dashboard in the Reports and Analytics domain. This dashboard provides easy access to frequently used items such as timesheets, expense reports, leave balances, and pending tasks.

Project Manager Dashboard

View this video to learn how to access and use the Project Manager dashboard, and how to personalize it.