Deltek Talent Management

Using the Help Search

Contents of the Reports Management Screen

View report details such as the name, type of report, and date created and perform report tasks such as viewing, editing, sharing, scheduling, and exporting a report.

Contents

Field	Description
Report Type	Select the type of report to filter on: My Reports, Shared Reports, Standard Reports. Favorite Reports, All Types..
Modules	Select the module whose reports you want to view: All Modules, Core, Core HR, Cross-posting, Development, Learning, Performance, Recruiting, Referral.
Search	Enter a keyword in this field to trigger a search of report names, descriptions, and any tags created. The search results display only the reports that you own or that have been shared with you.
ID	This column displays the reference number assigned to the report.
Type	This column indicates the type of report.
Module	This column displays the module associated with the report.
Name	This column displays the name of the report. To modify the name, double-click it. Edit the name. Click the Save check mark icon, or click the Cancel icon to keep the original.
Description	This column displays details about the report. To modify the description, double-click it. Edit the description. Click the Save check mark icon, or click the Cancel icon to keep the original.
Report Owner	This column displays the owner of the report, when viewing Shared or Favorite reports.
Created	This column displays the date the report was created.
Last Run	This column displays the date the report last ran.
Public	This column indicates whether the report is visible to all other users in your company.
Show All Reports/Favorite Reports Button	Click this button to toggle the display between all reports or favorite reports only.

Actions

Options available from the Actions menu depend on permissions for the type of report. For example, standard reports cannot be edited.

Field	Description
Run	Click Action >> Run to open the report in the Report Working Area. By default the report opens in a new window. You can click the Show as tab icon to view the report in the main screen. From the Report Working Area, use the Report Actions Menu Bar to perform tasks such as filtering, sorting, and grouping, to tailor the report to your needs.
Copy	Click this option, modify the name and description as needed and click Copy Report. The report is now accessible when filtering on My Reports.
Edit	Click to open the report in the Working Area where you can modify the report. You can have multiple reports open for editing at the same time. Unsaved reports are persistent and remain available even after closing the tab or window. These editing sessions are maintained until the report is saved or editing is cancelled from the File menu, or the user logs out of the Reporting Tool. Additionally, links to unsaved reports are conveniently located in the left navigation menu, and the Unsaved Reports widget in the Tools menu lists all available sessions. Note: If you save a report in the Report Working area, you cannot open it in the legacy Report Wizard.
Edit in Report Wizard	Click to open the report in the legacy Report Wizard, where you can modify the report by adding ore removing columns based on your selected data sources. This option is only available if the report has not yet been saved in the Report Working Area.
Export Report	Click to download the report in the standard .rpt format. To download a report in other formats, open the report in the Report Working Area (Actions >> Edit or Actions >> Run) and select File >> Export As.
Delete report	Click to delete the report.
Schedule	Click to set the date and time the report will run and to specify the report recurrence (daily, weekly, monthly), and formatting options.
Report Tags	Click to mark the report as Public or Private and to specify.
Change Owner	Click to search for a new employee to save as the owner of this report.
Report Status	Click to disable or enable the report. If a report is disabled, it cannot be run nor will the Scheduler attempt to send it. NOTE: If the report time-outs reach 10 due to any error, the Reporting Tool disables the report automatically.

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Contents of the Reports Management Screen

View report details such as the name, type of report, and date created and perform report tasks such as viewing, editing, sharing, scheduling, and exporting a report.

Contents

Field	Description
Report Type	Select the type of report to filter on: My Reports, Shared Reports, Standard Reports. Favorite Reports, All Types..
Modules	Select the module whose reports you want to view: All Modules, Core, Core HR, Cross-posting, Development, Learning, Performance, Recruiting, Referral.
Search	Enter a keyword in this field to trigger a search of report names, descriptions, and any tags created. The search results display only the reports that you own or that have been shared with you.
ID	This column displays the reference number assigned to the report.
Type	This column indicates the type of report.
Module	This column displays the module associated with the report.
Name	This column displays the name of the report. To modify the name, double-click it. Edit the name. Click the Save check mark icon, or click the Cancel icon to keep the original.
Description	This column displays details about the report. To modify the description, double-click it. Edit the description. Click the Save check mark icon, or click the Cancel icon to keep the original.
Report Owner	This column displays the owner of the report, when viewing Shared or Favorite reports.
Created	This column displays the date the report was created.
Last Run	This column displays the date the report last ran.
Public	This column indicates whether the report is visible to all other users in your company.
Show All Reports/Favorite Reports Button	Click this button to toggle the display between all reports or favorite reports only.

Actions

Options available from the Actions menu depend on permissions for the type of report. For example, standard reports cannot be edited.

Field	Description
Run	Click Action >> Run to open the report in the Report Working Area. By default the report opens in a new window. You can click the Show as tab icon to view the report in the main screen. From the Report Working Area, use the Report Actions Menu Bar to perform tasks such as filtering, sorting, and grouping, to tailor the report to your needs.
Copy	Click this option, modify the name and description as needed and click Copy Report. The report is now accessible when filtering on My Reports.
Edit	Click to open the report in the Working Area where you can modify the report. You can have multiple reports open for editing at the same time. Unsaved reports are persistent and remain available even after closing the tab or window. These editing sessions are maintained until the report is saved or editing is cancelled from the File menu, or the user logs out of the Reporting Tool. Additionally, links to unsaved reports are conveniently located in the left navigation menu, and the Unsaved Reports widget in the Tools menu lists all available sessions. Note: If you save a report in the Report Working area, you cannot open it in the legacy Report Wizard.
Edit in Report Wizard	Click to open the report in the legacy Report Wizard, where you can modify the report by adding ore removing columns based on your selected data sources. This option is only available if the report has not yet been saved in the Report Working Area.
Export Report	Click to download the report in the standard .rpt format. To download a report in other formats, open the report in the Report Working Area (Actions >> Edit or Actions >> Run) and select File >> Export As.
Delete report	Click to delete the report.
Schedule	Click to set the date and time the report will run and to specify the report recurrence (daily, weekly, monthly), and formatting options.
Report Tags	Click to mark the report as Public or Private and to specify.
Change Owner	Click to search for a new employee to save as the owner of this report.
Report Status	Click to disable or enable the report. If a report is disabled, it cannot be run nor will the Scheduler attempt to send it. NOTE: If the report time-outs reach 10 due to any error, the Reporting Tool disables the report automatically.