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

Create a Report

You can use standard reports as the baseline for creating new or favorite reports that match your business requirements. You can select records for these reports and use the standard options.

To create a report:

  1. In the Navigation pane, select My Stuff > Reporting.
  2. Click either the Reports tab or the Favorites tab to display a list of all the reports to which you have access.
  3. On the Reports grid, click a report.
    As an alternative, navigate to the report row, click , and select Report Options on the options list.
  4. Use the report tabs to define options for a report.
    Depending on the report type, you have a variety of options, including layout, chart, and format options for the report:
    • Columns and/or Groups: Use this tab to select the columns that will display on the report. You can also specify the sequence in which data displays and combine multiple sort criteria. This tab displays as Columns, Groups, or Columns and Groups depending on the type of report that you selected.
    • Options: Use this tab to select report-specific options.
    • Layout: Use this tab to specify the document and page formatting properties and visual characteristics that are displayed on reports.
    • Charts: For reports that have an option to include charts, use the Charts tab to select the chart type and options for the report.

    For detailed information, 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 the report, select Save on the Actions bar.
  7. Enter a unique name for the report.
    Vantagepoint prohibits the following characters in report names: \ / : * ? \ " < > | #
  8. In the Save For field, click and select the roles 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. In the Description field, enter text that explains the report's purpose.
  10. On the Save Report dialog box, click Save.
    Vantagepoint displays the report in My Stuff > Reporting.

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