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

Reporting

Reporting offers a wide range of reports that present information about all aspects of your data, including projects, firms, contacts, and employees.

Video: See related video below.

In Reporting, you can:

  • Generate reports to review, print, or share. You can print the report immediately or 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. These sets include all settings on all tabs. You can also save sets of selection criteria. Both types of named, saved sets are available whenever you print reports, making the 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 that you can generate and the data that is displayed on the reports.

Reports List

Both the Favorites tab and Reports tab of the Reporting form provide a list of available reports. From these lists you can generate a report, select data for the report, set report options, and perform other tasks.

Standard Reports

On the Reports form, you will find an extensive set of standard reports designed to meet the majority of your business needs. You can generate these reports without taking the time to design them. Descriptions of the columns and options for each standard report are included in the online help and are categorized by report type, such as contacts or projects.

Favorite Reports

You can customize standard reports and save them as new reports that are listed on the Favorites tab. This is useful when you need to run customized reports on a regular basis.

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, 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

Use the Report Administration Utility in the desktop application 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.

Video

Title Description

List Reports

Learn how to create simple reports.