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.

Before running a report, click on a specific report row in the Reports grid of either the Favorites tab or the Reports tab to display the Records or Saved Searches list.

The label that displays for the Records or Saved Searches list is determined by the type of quick search that you select as the default for reports. Use the Reporting Quick Search field on the Reporting tab in My Preferences to specify the default search.

You can choose either a saved standard or legacy search (if available), or the Search option to create a new search and select records that you want included on a report. If you create a new search, Vantagepoint displays options to specify advanced settings where you can modify or build a new search. You can also use the same features when searching certain types of lookups. For more detailed procedures on how to build searches, see Build a Basic Search and Build an Advanced Search

Reports that are based on a legacy search are non-editable and appear in the Reports grid with an asterisk. In addition, the Records or Saved Searches list for this type of report is disabled.

To search for records to include on a report, see the Select Records to Include on a Report help topic.

To search the content of a generated report in the preview window, see the Search a Generated Report help topic.