Reporting
Vantagepoint Reporting offers you a wide range of reports that present information about all aspects of your data, including projects, firms, contacts, and employees.
In Reporting, you can:
- Generate reports to review, print, or share. You can print the report immediately, or you can schedule it to run at a later time.
- Select the data that is included on reports.
- Set report options that control how information is displayed on the report, which columns are included, and how the data is sorted and grouped.
- Save sets of report options to use again. The sets of options include all settings on all options tabs. You can also save sets of selection criteria. Both types of named, saved sets are available whenever you print reports. This makes the reporting process easier and quicker.
- Create and save favorite report formats. A favorite is a set of saved options combined with a set of saved record selection criteria. After you create and save a favorite, you can use it to quickly generate the report with the saved current options and record selection criteria.
- Access any report or favorite report from your dashboard.
- Drill down to another report to see supporting detail.
- Download report data to an Adobe Portable Document Format (PDF) file, a Microsoft® Excel spreadsheet file (.xlsx), and other common file formats.
Your user role determines the types of reports you can generate and what data is displayed on the reports.
Reporting Services
Vantagepoint uses SQL Server Reporting Services to generate standard reports, manage reporting processes, and provide tools for building custom reports. SQL Server Reporting Services is a component of Microsoft SQL Server and part of the Microsoft Business Intelligence framework. You automatically receive SQL Server Reporting Services with your SQL Server database.
The reporting features that SQL Server Reporting Services provides vary somewhat based on the version of SQL Server that you are using.
See the Deltek Vantagepoint Technical Installation Guide for detailed information about setting up reporting services, required versions of SQL Server Reporting Services, and related topics.
Report Administration
The Report Administration Utility in the Vantagepoint desktop allows you to load reports on the report server, view the list of available printers for reports, display servers and reports' current activity, that are currently running on the report server, delete jobs, and view log data. See the Report Administration Utility online help topics for more information.
Reports List
Both the Favorites tab and Reports tab include a list of associated reports. From these lists you can generate a report, select data for the report, set report options, and perform other tasks. See the Favorites Tab and Reports Tab online help topics for more information.
Standard Reports
Vantagepoint provides an extensive set of standard reports that are designed to meet the majority of your business needs. These reports are included on the Reports tab. You can quickly generate these reports without going through the process of designing and setting them up.
Descriptions of the columns and options for each type of standard report are included in the online help system and are categorized by the report type (for example, Contacts, Projects, and so on).
Favorite Reports
You can customize the Vantagepoint standard reports and save as new reports that will be included on the Favorites tab. This is useful when there are reports that you need to customize and run on a regular basis.
- Related Topics:
- 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. The customized reports can be saved as "favorite" reports and shared with team members for frequent use. - Report Examples
Refer to these examples for different types of reports that may be useful with Vantagepoint. - Basics
If you are new to Reporting, you may find it helpful to review information about report favorites, options in Settings that affect reports, and considerations for generating reports when you use multiple companies. - How to...
Reporting offers many ways to create and generate reports. Initially, many of the reports have default settings for the report's options. You can change both the content of the report and its formatting if the default settings do not meet your needs. - Fields and Options
These topics describe the individual fields and options found on the forms and dialog boxes that are available in Reporting. - Report Descriptions
Reporting provides an extensive selection of standard reports. Each set of report description topics includes an overview topic and topics that describe any custom options specific to that report.