Create a Favorite Report

If you customize a report format that you want to use again, you can save it as a favorite. When you run a favorite report, you do not need to specify the options each time. You can also share favorite reports with your team members. The ability to create and save favorites depend on the setting for your security role on the Roles form (Settings > Security > Roles).

To create a favorite report, you specify a set of saved options and a set of saved selection criteria to be used each time you generate the report in the Vantagepoint. This allows you to get a consistent format and a single set of records from which the data is drawn. After you create a favorite, you can generate that favorite report with current data with just one click.

To create a Favorite report:

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. On the Reports grid, click a report for which you want to create a favorite version. As an alternative, navigate to the report's row, click , and select Report Options on the options list. Vantagepoint displays the report that you selected on the Reporting form.
4. Define the report options in the Reporting form. Depending on the report type, these options can include a variety of standard and custom information sections, as well as layout, chart, and formatting options for the report. For detailed information on , see the Format Reports help topics.
5. Select Save. The Save Report dialog box displays.
6. Enter a unique name for the favorite report.
7. In the Save For field, click and select the role(s) 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.

8. Enter a Description for the report.
9. Click Save on the Save Report dialog box to close the Save dialog box. The report displays on the Favorites tab in My Stuff > Reporting.

   If you want to share the favorite report with others, see the Share a Favorite Report with Other Roles help topic.