Actions Bar of the Reporting Form

Use the Actions bar of the Reporting Form to schedule when a report will be generated, how a report is distributed, and additional options to manage the report records.

Field Description
Run Select this option to generate the 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 when you want Vantagepoint to generate the report. 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.
Email

Select this option to send the report to other team members and contacts. This option displays the Email Report dialog box, which you can use to distribute a report as an email attachment or to send a link to the report in an email message.

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.
Save Select this option to save the report and reuse it again in the future. Your search criteria, filters, column selections, column order, row grouping, and sort settings are all saved. Subsequently, you can select the saved report instead of reapplying the options each time.