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

Select Records to Include on a Report

You can select the records to include on a report and you can save those selections for re-use.

To select a search to run a report:

  1. In the Navigation pane, select My Stuff > Reporting.
  2. Click one of the following tabs:
    1. Favorites: This tab lists all your favorite reports. Favorite reports preserve all the options, record selection criteria, and report language (if you use multiple languages) that were specified.
    2. Reports: This tab lists all available standard and custom reports.
      To filter the list of reports, use the top row. For more information about filtering, see Filter the Grid Results.
  3. In a row, enter the record name in Records, enter the search name in Saved Search, or click in either column to display a lookup of all the records or searches that are associated with the report.
    You cannot edit the search criteria for legacy report favorites if you have upgraded from another Deltek product to Vantagepoint.
  4. Select one of the following:
    • Record: Choose an existing record to apply to the report.
    • Saved Search: Choose an existing saved search that can be applied to the report. When you run the report from the Report grid, the report will return the records defined by the search. Remember you cannot modify a legacy search or report favorite. You must first clear the search criteria, then build and save a new search based on the legacy search criteria. You can then modify the search criteria and the records selection as needed. You cannot edit the search criteria for legacy report favorites if you have upgraded from another Deltek product to Vantagepoint.
    • Search: Choose this option to create a new search.
  5. Click the report in the Reports grid to run or create a new report favorite.
    Specify the type of search filter that you want to use when you conduct a search in the Reporting application. You can specify saved searches, which have specific result sets, or individual records: When you click on a report from the Reports tab, Vantagepoint first prompts you to select options. For favorite reports, the options and search criteria have already been selected, therefore, you are not prompted to select them before running the report.

    For more information about running reports, see Run a Report.