Run or Preview a Favorite Report

When you run a favorite report, Vantagepoint automatically retrieves set options and previously defined data from the appropriate records and generates a formatted report in a separate window.

Favorite reports are quick and efficient to use because they preserve all of the options, record selection criteria, and report language (if you use multiple languages) that were previously defined. Favorite reports may also include legacy reports that can be run but are non-editable. Legacy reports display with an asterisk next to the report name.

To run or preview a favorite report:

1. From the Navigation Pane, select My Stuff > Reporting.
2. Click the Favorites tab and search for the report that you want to generate.
   To filter long lists of reports, enter text in the Name or Type fields. Vantagepoint limits the list of reports based on this entry.
3. Click the report name.
   The report automatically generates and opens in a new preview window. When you run a 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

After running the report and reviewing the data, you can use the toolbar options that display on the report window to complete the following:

• To print report data, see Print a report.
• To search for report data, see the Search a Previewed Report and Drill down for detail on a Report topics.
• To send the report as an email attachment or link, see the Email a report and Email Report Dialog Box topics.
• To download the report to a specified file type, see the Download a report topic.