How to...
Use the Reporting form in Resource Management to set up and generate both project-focused and resource-focused reports.
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- Select a Standard Report in Resource Management Reporting
In Resource Management Reporting, you can choose to view a report organized by resource or by project. You do not save these standard reports. Vantagepoint "remembers" your latest report settings and applies them by default the next time you display that standard report. - Select a Saved Report in Resource Management Reporting
In Resource Management Reporting, you can set up a report, save it, and then, when you want to use the report again, quickly select it from a drop-down list. - Select Records for a Resource Management Report
You can select the records included on a Resource Management report using standard searches, custom searches, and report column filters. - Select Columns for a Report
You can select the columns that you want to display on a Resource Management report. - Change the Forecast Range for a Resource Management Report
Use the Change Forecast Range dialog box to specify the range of time periods included on the report. If you display calendar periods on the report, the forecast range settings also determine the number of calendar period columns, the length (day, week, or month) of each period, and the starting period. - Save a Report in Resource Management Reporting
If you apply a search, filters, and other options to a report and you expect to need that report again in the future, you can name and save the report. Your search criteria, filters, column selections, column order, row grouping, and sort settings are all saved. Subsequently, you can select the saved report instead of reapplying the options each time. - Download a Resource Management Report in a Comma-Separated Values (.csv) File
You can download the contents of a Resource Management report in a comma-separated values (.csv) file. You can then use Microsoft® Excel® or another spreadsheet application that supports .csv files to filter and format the data as needed. - Rename a Saved Report
If you create a saved Resource Management report, you can later change the report name.
Parent Topic: Resource Management Reporting