Reports Tab of the Reporting Form

The Reports tab is your primary starting point for Reporting and includes a list of all standard Vantagepoint reports. When you use this tab, first select a report, then add records to it, and finish by generating and and sharing the report. You can also use the standard reports as the basis for creating new, customized reports that match your business requirements and are saved as favorites.

Contents

Reports List

Field Description
Name This column displays the names of the standard Vantagepoint reports. When you select a 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:
  • Columns and/or Groups
  • Options
  • Layout
  • Chart

See the Tabs for Column Options and Reporting online help topic for more information.

If the reports you want are not listed in the Reports grid, verify that you have security access to the reports. If you have any questions about your access to reports, contact your system administrator.

Type This column displays all the available report types to which you have access. Some of the report types can include Activity, Contact, Firm, and Project.
Records Included To specify records included in the selection 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.
Parent Topic: Reporting Form