Deltek Vantagepoint Help

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

Roadmap for Creating and Saving New Reports

Vantagepoint includes a set of standard reports that are designed to meet typical reporting needs. You can add records to these reports and run them with the standard options selected, or use the reports as the baseline for creating new, customized reports that match your business requirements.

You can save customized reports as "favorite" reports and share them with team members for frequent, repeated use. When you customize and save a report, the following become part of the favorite definition:

  • Current report options on all options tabs.
  • Current record selection criteria.
  • Report language (if you use multiple languages).
Favorites are available in the following locations:
  • My Stuff > Reporting: The Favorites tab lists all custom reports.
  • My Stuff > Dashboards: If the Favorite Reports system dashpart is included on your Dashboard, the list of favorite reports displays on the dashboard for quick access.
Refer to this roadmap for the overall process when creating and saving a new report that is based on a standard Vantagepoint report.

Step Procedure Related Information
1 Open the Reporting application. Click My Stuff > Reporting.
2 Select the Reports tab. Reports Tab
3 In the list of reports, search for and select a standard report to use as the basis for your new report.
The tabs vary, depending on the type of format that you select:
  • Columns and/or Groups
  • Options
  • Layout
  • Chart
Format the Report
4 Use the Columns and/or Groups tab to select the columns that display on the report. You can also specify the sequence in which data displays and combine multiple sort criteria.

This tab is named Columns, Groups, or Columns and Groups, depending on the type of report that you select.

Grouping and Sorting
5 Use the Options tab to save sets of options for reuse. The Options tab displays on audit and summary reports and its contents vary based on the individual report category. Options Tab
6 Use the Layout tab to specify the document and page formatting properties, field level information, and visual characteristics that are displayed on reports. Layout Tab
7 For reports that contain charts, use the Charts tab to select chart type and define graphical data for the report. Charts tab
Save the Report Criteria
8 On the Actions bar, click Save to open the Save Report dialog box and save the report. Save a Report

Save Report Dialog Box

9 Assign a new name to the report.
10 Use the Save For field to define who will have access to the report. In this field, Myself displays as the default role assigned to the report. This is the role that gives you access to the report.

If this is the only role selected, it also defaults the report to a Private status on the Favorites tab.

11 If needed, select additional roles that will have access to the report. When you select additional roles, the report defaults to a Shared status on the Favorites tab and the Status column displays a to indicate that the report is shared with other users. Share a Report
12 Use the Description field to indicate the report's purpose.
13 Click Save on the Save Report dialog box.
Select the Records to Include
14 On the Favorites tab, locate the report. In the report's grid row, click in the Records or Saved Searches field to display the records or saved searches.

You can also enter text in the list to quickly locate a record or saved search.

Select Records to Include on a Report
Run the Report
15 Click Run to run the report. The generated report opens in a new dialog box. From the generated report, you can:
  • Review or print the report
  • Drill down on report data
  • Use the Find field to locate report data
  • Send the report as an email attachment
  • Send a link to the report in an email message
  • Download the report to a file
Run the Report
Open the Saved Report on the Favorites Tab
16 When you open the Favorites tab in Reporting, the report is now included in the Favorite Reports list. Click My Stuff > Reporting and select the Favorites tab.
17 Use the Filter options to search for and select the report. When you select a report on the Favorites tab, it automatically generates and opens in a new dialog box.