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

CRM Reports

Vantagepoint includes a number of reports designed to help you manage the CRM-oriented information in your database.

Use these reports to review simple or detailed lists of the clients, contacts, employees, leads, marketing campaigns, projects, and vendors stored in your database; review probability forecasts for projects you are pursuing; and print calendar and activity reports to review activities for specified periods of time or for selected clients, contacts and employees.

Generate CRM reports from the hubs or from Reporting > Activity in the desktop application.

Activity Reports

To generate activity reports, you must access either the Calendar or the Activities hub.

  • Activity List: This report displays all of your scheduled and/or completed activities, based on the selections that you make using the Activities hub.
  • Activity Summary: This report displays a summary of details for selected activities that you have scheduled or completed, based on the selections that you make in the Activities hub.
  • Activity Calendar: This report displays a snapshot of your phone calls, meetings, and tasks for a given day, week, or month.