Example: Project List Report

Refer to this example to create and save a list report that organizes or groups projects by their Client name. It could include columns that show the Stage, Compensation amount, and Estimated Fees for each project. After running the report, you can share it with your direct reports so they have access to it at any time.

Step	Procedure	Related Information
Access the Reports List
1	In the Navigation pane, select My Stuff > Reporting.
	Click the Reports tab to display a list of all the reports to which you have access.
2	In the Type column on the Reports grid, type or select Projects. The Reports grid filters to display only Project reports.
3	Select the Project List report directly from the grid.
Set the Report Groups and Columns
5	Click the Columns and Groups tab. Use this tab to select the groups and columns that will display on the report. You can also specify the sequence in which data displays and combine multiple sort criteria.	Grouping and Sorting
6	Click + Manage Grouping to open the Select Groupings dialog box.
7	In the Available Groupings list, select Primary Client and click Apply. Vantagepoint places the Primary Client grouping in the Selected Grouping list.
8	Click + Manage Columns to open the Select Columns dialog box.
9	In the Available Columns list, select Stage, Compensation, and Estimated Fee to add them to the report.
10	Move the columns into the order in which you want them to display on the report. Click on the Selected Columns grid and drag the criterion up or down to establish the column order.

Step	Procedure	Related Information
Save the Report
	On the Actions bar, click Save to open the Save Report dialog box and save the report.	Save a Report Save Report Dialog Box
	Assign a new name to the report. In this example, the name is Project Fee by Client.
	In the Save For field, click and define who will have access to the report. In this field, 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 role selected, it also defaults the report to a Private status on the Favorites tab.
	Select the additional roles that will have access to the report. In this example, select Directs. The report changes to a Shared status on the Favorites tab. The Status column also displays a to indicate that the report is shared with other users. The ability to create and save favorites depend on the setting for your security role on the Roles form (Settings > Security > Roles).	Share a Report