Reports Tab of the Reporting Form (Desktop)
The Reports tab is your primary working area for Reporting. Use the Reports tab to select a report, set its options, restrict the records included, save settings, and create favorite reports. The Reports tab lists the reports that are available to you based on the features that are active and on your security access.
If the reports you want are not listed in the Reports grid, verify that you have security access to the reports.
Contents
Field | Description |
---|---|
Show Reports | Use this drop-down list to filter the reports that display in the Reports grid based on type of report. Select one of the following options:
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Reports drop-down list |
Click the drop-down arrow on a grid header to complete any of the following actions:
Not all options are available on all grids. |
Organize Favorites | Click this option to display the Organize Favorite Report dialog box. In that dialog box, you can create a favorite report, modify an existing favorite, or delete a favorite. You also use the Organize Favorite Report dialog box to control access to favorite reports.
The procedures available to you depend on the setting in Favorites Organizing on the Roles form ( ) for your role:
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Refresh | Click this option to do the following:
Example: You set options for three different reports, preview each one, and decide to discard the settings rather than save them. When you restore default options for reports, Vantagepoint resets all the options on the options tabs to the default settings. If you selected a set of saved options as your personal defaults for a report, Vantagepoint resets the options to your personal default settings. If you have not selected personal defaults for a report, Vantagepoint resets the options to the system defaults for that report. When you restore defaults, it does not affect saved sets of options for the report. All saved options sets are still available to you. |
Row selection column | When you click in a row in the grid, the first column of the grid displays next to mark the currently selected report. |
Report Name | This column displays the names of the reports. A report name can be the
Vantagepoint default name or a name that you or another user specified.
Favorite reports can have a different name than the corresponding standard report. (Favorite reports have a check mark in the Favorite column of the grid.) |
Options | To open the Options dialog box for a report, click in the
Options column and then click
.
The Options column may be blank, or it may contain text:
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Selection | To specify record selection criteria for a report, click in the
Selection column and then click
.
The Selection column may be blank, or it may contain text:
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Type | This column displays one of the following report types:
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Folder | This column displays one of the following:
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