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

Add a User-Defined Section to a Report

Use the Create Section dialog box to customize Customer Relationship Management (CRM) summary reports. CRM Summary reports are unique in that they allow you to build a series of user defined sections that provide more detailed information to meet your business needs.

The CRM module is required to access and manage CRM summary reports.

To add a new user-defined section to a CRM Summary report:

  1. In the Navigation pane, select My Stuff > Reporting.
  2. On the Reports tab, click a CRM Summary report link: Activity Summary, Boilerplate Summary, Contact Summary, CRM Project Summary, Employee Summary, Firm Summary, or Marketing Campaign Summary reports.
  3. On the Options tab, click +New Section if you wish to add a new section to the User Defined Sections.
    The Create Section dialog box opens.
  4. Enter a name for the new user-defined section in the Section Name field.
  5. Click the Show Section Heading toggle to show () or hide () section headings on the report.
  6. To specify which type of information you want to include in the User Defined Sections grid, click What to Include in Section field and select an option from the drop-down list.
    Depending on which type of information you choose to include on the report, Vantagepoint displays different options in the Section Content area.
  7. Click in the Columns field and select the number of columns (between 1 and 5) that you want included in this section on the report.
    Vantagepoint adds the columns to the first row of the Section Content grid.
  8. If you choose information from the main grid area (for example, Activity Information for the Activity Summary report), click +New Row to add between 1 and 5 additional rows (as defined in step 7) of column information to the report. In each column, click and select a field from the drop-down list.
    Each column that you add to the User Defined Section appears in the Additional Field Formatting grid.
  9. (Optional) Click +New Calculation to add calculated field information to the user defined section. For more information, see Add a Calculated Field to a Report.
  10. Use the Additional Field Formatting grid to view and modify the labels, date/time, number, and currency formats, and to adjust column alignment for each column.
  11. To change a column's width, go to the Column Widths section, click the Width field, and enter a different width.
  12. If you choose a different grid (such as Contacts, Projects, or others), click +Manage Columns to open the Select Columns dialog box, and then select the columns that you want to include on the report.
    When you select a different grid, the Additional Field Formatting, +New Calculation, and Column Widths options are not available.
  13. Click Save.