Create a Favorite Report

You create a favorite report when you either want to save report options and selection criteria for reuse or when you want to share report options. If you have appropriate security access, you can share favorite reports with your team members.

The ability to create and save favorites depends on the setting for your security role on the Roles form (Settings > Security > Roles).

To create a favorite report, you specify a set of options and a set of selection criteria to be used each time you generate the report in the Vantagepoint. This allows you to get a consistent format and records. After you create a favorite, you can generate that favorite report with current data with just one click.

To create a Favorite report:

1. In the Navigation pane, select My Stuff > Reporting.
2. Click the Reports tab to display a list of all the reports to which you have access.
3. On the Reports grid, click a report for which you want to create a favorite version. As an alternative, navigate to the report's row, click , and select Report Options on the options list.
   Vantagepoint displays the report that you selected on the Reporting form.
4. Define the report options in the Reporting form.
   Depending on the report type, you have a variety of options, including layout, chart, and format options for the report. For detailed information on , see the Format Reports help topics.
5. Select the records that you want to include in the report. You can either select a saved search or create a new search for the report.
6. If you want to save your report for reuse, select Save on the Actions bar.
7. Enter a unique name for the favorite report.

   Vantagepoint prohibits the following characters in report names: \ / : * ? \ " < > | #

8. In the Save For field, click and select the role(s) that will have access to the report.
   Myself displays as the default role assigned to the report. This is the role that gives you access to the report. If this is the only item selected, it also defaults the report to a Private status on the Favorites tab.

   If needed, select additional roles that will have access to the report. When you select additional roles, the report defaults to a Shared status on the Favorites tab. The Status column also displays a to indicate that the report is shared with other users.

   You can always save reports for yourself, but your security role (Settings > Security > Roles) must have access to save for others.

9. On the Save Report dialog box, click Save.
   The report displays on the Favorites tab in My Stuff > Reporting.

   If you want to share the favorite report with others, see the Share a Favorite Report with Other Roles help topic.