Favorites Tab of the Reporting Form

Use the Favorites tab to create and save a report that you frequently use. When you set up and save a favorite report, Vantagepoint applies the report options, selection criteria, and language (if applicable) as the defaults each time you access and run that report. You also can filter favorites that are either private or shared by other users in order to control access to favorite reports.

When you create a favorite report, Vantagepoint adds the favorite in:

• My Stuff > Favorite Reports: The report displays in the list of favorites.
• My Stuff > Dashboards: The Favorite Reports system dashpart displays if this dashpart is included in your dashboard.

Your ability to create and save favorites depends on the setting for your security role in Save Rights > Reports, Searches and Options on the Roles form (Settings > Security > Roles).

The available settings are:

Save Rights	Description
Save Personal Only	This option saves searches, favorites, dashboards, dashparts, and sets of report options for personal use only. You cannot share them with other Vantagepoint users.
Save For My Role	This option saves searches, favorites, dashboards, dashparts, and sets of report options for yourself and all others who share your security role.
Save For All Roles	This option saves searches, favorites, dashboards, dashparts, and sets of report options for yourself, all others who share your security role, and for global access by any co-worker using Vantagepoint.

Contact your system administrator if you have any questions about your access to reports.

Contents

Field	Description
Name	When you create and save a report, this column displays the name of the report. To open an existing report, click on the report name in this column. The tabs for Columns and or Groups, Options, Layout, and Charts display, based on the type of report that is selected. Favorite reports can have a different name than the corresponding standard report.
Type	This column displays the report's designated Type. The report type is assigned when a standard Vantagepoint report is modified and saved as a favorite. The type is defaulted based on the type that assigned to the associated standard report. For this reason, the report type cannot be modified. Some typical report types can include Activity, Contact, Firm, and Project.
Records Included	To specify records included criteria for a report, click in the Records Included column for the desired report. The Records Included column may be blank, or it may contain text: If the column is blank, you have not specified any records for the report. If you do not specify records to include before you generate the report, Vantagepoint includes data from all records of the appropriate type. To select criteria, click in the Records Included column and then click . On the lookup, select the data you want included in the report. If the column contains <records selected>, selection criteria have been specified for the report. To review or change the criteria, click . If the column contains a name, the report is set up to use a set of saved search criteria. To review or change those criteria, click and then Search.
Shared	Click this drop down to filter the current list of favorite reports to display either private reports (a personal favorite that is not shared with others) or reports that are shared with others.
	The Grid Options icon appears in many of the Vantagepoint grids when you hover your cursor at the end of a record's row. Use Grid Options to perform specific tasks or to refine the properties of a specific record in a grid. Depending on which application and record you are working in, the grid options will vary. Click this icon to display the following grid options for a report: Report Options—Select this option to open the Reporting form on which you can set up new formatting options or modify existing options for a favorite report. Save As— Select this option to open the Reporting form. Manage Favorite— Select this option to open the Save Report dialog to rename the favorite report and save it as a new report. Schedule— Select this option to set up a date and time to run the report. This option displays the Schedule dialog box on which you can specify how and when you want to distribute and export the reports. You can also use the Schedule dialog box to add a report to a profile (a group of reports) that you want to generate on a regular basis, set up notifications, create an archive of the report, email the report, or export the report to a file format of your choice. Email— Select this option to display the Email Report dialog box on which you can choose various distribution and recurrence options before sending the favorite report as an email attachment. For project reports, this option displays a menu of distribution options. You can select a category of recipients or you can select To Specific Address. Delete— Select this option to delete the favorite report. The Delete dialog prompts you to confirm whether or not you want to delete the report. You can only delete one row item at a time while using this option.