Use a Saved Search (Desktop)

If you select a search for a report in the Records Included list of the Reports grid, the criteria of that search are used to select records when you generate the report.

To use a set of saved selection criteria:

  1. On the Navigation pane in Vantagepoint Desktop, click Reporting, and click the type of report.
  2. Select the report that you want to generate.
  3. Select one of the following actions:
    • If the search named in the Records Included list is the search that you want, continue with step 4.
    • If the search named in the Records Included list is not the correct one, click the Records Included list and display the lookup. Click next to the Searches field, click the folder that contains the saved search you want, and select the saved search.
  4. Click Apply.
  5. Print or preview the report.