Search Reporting

While using Vantagepoint Reporting, you can search for reports that were already created and also search for records that contain the data you want to include within the report.

Search for a Report

There are different means for locating a record...

• Search the Reports Grid: The Favorites and Reports tabs in Vantagepoint Reporting include grids that list all reports that your security role can access. When the grid contains many rows, you can enter text in the Name or Type Search fields at the top of the grid. Vantagepoint will display any matching results.
• Filter: When there are a large number of reports in a grid, you can filter the results to further refine the records that display. Click above the upper-right corner of the grid. To filter the grid based on values in one or more columns, do the following for each of those columns:
  • If the blank filter field above the column has an operator drop-down list, select an operator (for example, = Equals or { } Empty).
  • In the blank field, enter or select a filter value.

Search for Records to Include in a Report

After you select a report, use the Records Included column on the Favorites and Reports tabs to specify the data that you want to include in the report. This column lists groups of records that were created using the Vantagepoint Search feature. To select records from an existing search, click in the column and then click . The list displays all existing searches.

If you do not locate the search that contains the records you want to include, click Search to open the New Search dialog box and build a search directly from this form. See the Create and Organize Searches online help topic for detailed information.