Example: Project List Report

Refer to this example to create and save a list report that organizes or groups projects by their Client name. It could then include columns that show the Stage, Compensation amount, and Estimated Fees for each project.

Maybe a project list report grouped by client and includes both CRM and accounting fields? Stage, Compensation, Estimated Fee, etc.

To [insert task]:

1. In the Navigation pane, select My Stuff > Reporting.
2. Click the Reports tab to display a list of all the reports to which you have access.
3. In the Type column on the Reports grid, type or select Projects. The Reports grid filters to display only Project reports.
4. Select the Project List report directly from the grid.
5. Click the Columns and Groups tab. Use this tab to select the groups an dcolumns that will display on the report. You can also specify the sequence in which data displays and combine multiple sort criteria. This tab displays as Columns, Groups, or Columns and Groups depending on the type of report that you selected. Use the tabs to define the report options.
6. Click + Manage Grouping to open the Select Groupings dialog box.
7. In the Available Groupings list, select Primary Client and click Apply. Vantagepoint places the Primary Client grouping in the Selected Grouping list.
8. Click + Manage Columns to open the Select Columns dialog box.
9. In the Available Columns list, select Stage, Compensation, and Estimated Fee to add them to the report.
10. Move the columns into the order in which you want them to display on the report. Click on the Selected Columns grid and drag the criterion up or down to establish the column order.
11. On the Actions bar, select Save. The Save Report dialog box displays.
12. Enter a unique name for the report.
13. In the Save For field, click and select the roles that will have access to the report.

    Myself displays as the default role assigned to the report. This is the role that gives you access to the report. If this is the only role selected, it also defaults the report to a Private status on the Favorites tab.

    If needed, select additional roles that will have access to the report. When you select additional roles, the report defaults to a Shared status on the Favorites tab. The Status column also displays a to indicate that the report is shared with other users.

    The ability to create and save favorites depend on the setting for your security role on the Roles form (Settings > Security > Roles).
14. Enter a Description for the report.
15. Click Save on the Save Report dialog box. The dialog box closes and you are returned to the most recent tab you were using. The report displays on the Favorites tab in My Stuff > Reporting.