Roadmap for Creating and Saving New Reports
Vantagepoint includes a set of standard reports that are designed to meet typical reporting needs. You can add records to these reports and run them with the standard options selected, or use the reports as the baseline for creating new, customized reports that match your business requirements. The customized reports can be saved as "favorite" reports and shared with team members for frequent use.
When you customize and save a new report, Vantagepoint saves the following as part of the favorite definition:
- Current report options on all options tabs.
- Current record selection criteria.
- Report language (if you use multiple languages).
Vantagepoint adds the favorite in:
- The Favorites tab lists all custom reports.
- : If the Favorite Reports system dashpart is included on your Dashboard, the list of favorite reports displays on the dashboard for quick access.
| Step | Procedure | Related Information |
|---|---|---|
| 1 | Open the Reporting application. | Click . |
| 2 | Select the Reports tab. |
Reports Tab |
| 3 | In the list of reports, search for and select a
Vantagepoint standard report to use as the basis for your new report.
The report's respective tabs display. These tabs depend on the type of format that is selected and may include any of the following:
|
|
| Format the Report | ||
| 4 | Use the Columns and/or Groups tab to select the columns 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. | Grouping and Sorting |
| 5 | Use the Options tab to save sets of options for reuse. The Options tab displays on audit and summary reports and its contents vary based on the individual report category. | Options Tab |
| 6 | Use the Layout tab to specify the document and page formatting properties, field level information, and visual characteristics that are displayed on reports. | Layout Tab |
| 7 | For reports that contain charts, use the Charts tab to select chart type and define graphical data for the report. | Charts tab |
| Save the Report Criteria | ||
| 8 | On the Actions bar, click Save to open the Save Report dialog box and save the report. | Save a Report |
| 9 | Assign a new name to the report. | |
| 10 | Use the
Save For
field to define who will have access to the report. In this field,
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. |
|
| 11 | 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.
|
Share a Report |
| 12 | Enter a Description for the report. | |
| 13 | 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 is saved to your Favorites tab. | |
| Select the VantagepointRecords to Include on the Report | ||
| 14 | Click the Favorites tab and locate the report. In the report's grid row, click
 in the
Records Included field.
Vantagepoint displays your saved searches. Each search includes one or more records that were results in the drop-down list.
|
Select Records to Include on a Report |
| Run the Report | ||
| 15 | Click
Run to run the report. The generated report opens in a new dialog box. From the generated report, you can:
|
Run the Report |
| Open the Saved Report on the Favorites Tab | ||
| 16 | When you open the Favorites tab in Reporting, the report is now included in the Favorite Reports list. | Click and select the Favorites tab. |
| 17 | Use the Filter options to search for and select the report. | The generated report opens in a new dialog box. |