Run or Preview a Report
When you run a report,Vantagepoint compiles information from the selected records and generates a formatted report in a separate window. You can use this window to preview the report, evaluate the results, and make changes as needed and run again, or to download and save the results to share with team members.
You can run a report interactively or schedule it to run at a later time. If you have been running a report for three minutes or longer, Vantagepoint provides an option to move the report to the process server. If you click Yes , to submit the job to the process server, you can set when the report will run in the Schedule dialog box.
To run or preview a report:
After running the report and reviewing the data, you can use the toolbar options that display on the report window to complete the following:
- To print report data, see Print a report.
- To search for report data, see the Search a Previewed Report and Drill down for detail on a Report topics.
- To send the report as an email attachment or link, see the Email a report and Email Report Dialog Box topics.
- To download the report to a specified file type, see the Download a report topic.
Parent Topic: Run, Analyze, and Share Reports