Run a Report

When you run a report, the report compiles information from the selected records and generates a formatted report on your computer screen.

To run a report:

1. On the Navigation pane, select Reporting.
2. Click one of the following tabs to display a list of available reports:
   1. Favorites tab to display a list of all your favorite or most frequently used reports. Favorite reports preserve all of the options, record selection criteria, and report language if you use multiple languages) that were specified. All Legacy reports appear with an asterisk and are non-editable. When you select a legacy report, you can run the report, but you cannot modify it.
   2. Reports tab to display a list of all available reports for which you have security access.
3. To filter long lists of reports, enter text in the Name or Type fields. Vantagepoint limits the list of reports.
4. On the Reports grid, click the row of the report that you want to use. The Records Included field is disabled for Legacy reports. For all other reports, the Records Included list opens listing all of the saved searches.
5. Select one of the following options:
   1. A saved search that contains a set of record selection criteria that you want to reuse for the report.
   2. Search option to create a new search. The lookup Search dialog box opens.
6. If you selected the Search option, choose the search criteria and records that you want included in the search, and then save the new search. The new search is listed in the Records Included list on the Reporting form.
7. Click on the report in the Reports grid to open it in the Reporting form. You save a set of options and specify a name for the report that you will re-use in future reporting sessions. You get a consistent format for your report, but you can use different record selection criteria each time you run the report. On the Search dialog box, click Apply to add the selected records to the Record Included list. When you click on the report, any records that you apply to this list also appear in the Records Included field at the top of the Report form.
8. In the Records Included list, select the search that contains the records that you want to include on the report, and then click Run on the Actions bar. The report generates and displays in a preview window, listing the selected records. This allows you to review the report to make sure it contains the appropriate data in the correct format before printing, downloading, or sharing the report. If necessary, you can change the report options and run and review it again before printing or downloading.
9. After running the report and reviewing the data, use the toolbar options that display on the preview window to complete the following:

   Option	Description
   Review or Print Report Data	Print a report
   Search for report data	Search for information on a Report Drill down for detail on a Report
   Send the report as an email attachment or link	Email a report Email Report Dialog Box
   Download the report to a specified file type	Download a report