Basics
If you are new to Reporting, you may find it helpful to review information about report favorites, options in Settings that affect reports, and considerations for generating reports when you use multiple companies.
Video
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Learn how to create simple reports. |
- Related Topics:
- Report Categories
The following report categories describe the types of data information presented in a report and which Hubs or applications in Vantagepoint use these categories. - Settings and Reporting
Many options in other areas of Vantagepoint affect both the data that you see in Reporting and the options available to you for working with the data. - Favorite Reports
A key feature of Vantagepoint Reporting is the ability to save the reports that you frequently use as "favorites." When you set up and save a favorite report, Vantagepoint applies the report options, selection criteria, and language (if applicable) as the defaults each time you access and run that report. - Legacy Reports
Legacy reports are reports that were saved in the Vantagepoint desktop and have been imported into the current version of the software. - Searches and Reporting
While using Vantagepoint Reporting, you can search for the report you want to work with and for specific records to include on the report. You choose the set of records from which report data is drawn and then later reuse, modify, or choose a new set of records for an individual report via the Records or Saved Searches list. - Reports Grid
Use the Reports grid toolbar to maximize or minimize the records list, filter records in a grid, refresh the screen, and export records to a comma-separated values (.csv) file format. The options available on the grid toolbar vary, depending on which form you are using. - User-Defined Fields and Reporting
When a report supports column selection, you can add any user-defined fields that are available for that report. - Calculated Fields and Reporting
You can create both global and local calculated fields. Global (or system-wide) calculated fields are available to all users who have access to the report. Local calculated fields are only available to the user who creates them. - Reporting and Multiple Companies
Using multiple companies impacts various areas in Reporting.
Parent Topic: Reporting