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.
- : The report displays in the list of favorites.
- : If the system dashpart is included in your dashboard.
Your ability to create and save favorites depends on the setting for your security role in
on the Roles form ( ).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 | This column displays the name of the report. To run a favorite, click the report name. Favorite reports can have a different name than the corresponding standard report; however, you can always see the report on which a favorite is based by opening the report options for the favorite using the row tool menu.
|
Type | This column displays the report's designated Type. The type is assigned based on the type of the associated standard report. For this reason, the report type cannot be modified. Some typical report types can include Billing, Resource Planning, Firm, and Project. |
Records/Saved Searches |
The label that displays for the Records or Saved Searches list is determined by the type of quick search that you select as the default for reports. Use the Reporting Quick Search field on the Reporting tab in My Preferences to specify the default search. To specify records or searches to include in the selection criteria for a report, click in the Records/Saved Searches column for the desired report.The Records/Saved Searches column may be blank, or it may contain text:
|
Shared | You can filter favorites that are either private or shared with other users. If this field contains the icon, the report is shared with other users. Otherwise, it is a personal favorite and the field is blank. |
Grid Options |
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
to display the following grid options for a report:
|