Favorites Tab of the Reporting Form
Use the Favorites tab to create and save a report that you frequently use. 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 that you access and run that report.
- : The report displays in the list of favorites.
- : If the system dashpart is included in your dashboard.
Your ability to create and save favorites depends on the Reports, Searches and Options setting for your security role. To see your role's setting, check the Save Rights section on the Overview tab of the Roles settings form in .
The possible settings for Reports, Searches and Options are:
Save Rights | Description |
---|---|
Save Personal Only | This setting saves searches, favorites, dashboards, dashparts, and sets of report options for personal use only. You cannot share them with other Vantagepoint users. |
Save For My Role | This setting saves searches, favorites, dashboards, dashparts, and sets of report options for yourself and for all users who share your security role. |
Save For All Roles | This setting saves searches, favorites, dashboards, dashparts, and sets of report options for yourself, for all users who share your security role, and for global access by any co-worker using Vantagepoint. |
If you have questions about your access to reports, contact your system administrator.
Contents
Field | Description |
---|---|
Name | This column displays the name of the report. To run a favorite, click the report name. Favorite reports can have a different name than the corresponding standard report. To see the standard report on which a favorite is based, open the report options for the favorite using the row tool menu. |
Type | This column displays the report's designated type, which is based on the type of the associated standard report, such as Project or Firm. For this reason, you cannot modify the report type. |
Options |
Icons in this column indicate whether or not options have been changed for the current favorite report. When you hover over a blank cell, you see one of the following icons:
Click either icon to open the Options tab for the report. You can use this field to filter the list of reports in the grid. In the Options filter, select Changed to show only favorite reports with changed options or select Not Changed to show only those favorite reports that have unchanged options. To clear unsaved report options and reset them to the last set of saved or default settings, click Reset. |
Records/Saved Searches |
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. To specify records or searches to include in the selection criteria for a report, click this column, which may be blank or may contain text:
|
Shared | You can filter favorites that are either private or shared with other users. If this field contains the icon, the report is shared with other users. Otherwise, it is a personal favorite and the field is blank. |
Grid Options |
This icon appears in many grids when you hover over the end of a record row. Use these options to perform tasks or to refine the properties of an individual record in a grid. |
Grid options vary, depending on the application and the record, and may include the following:
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