How To
Reporting offers many ways to create and generate reports. Initially, many of the reports have default settings for the report's options. You can change both the content of the report and its formatting if the default settings do not meet your needs.
After you set reporting options, you can save your settings for use in future reporting sessions. Saved favorite report definitions save you a lot of time if you generate the same reports on a regular basis.
- Related Topics:
- Create a New Report (Desktop)
Before you generate a report the first time, you must apply either the default options or select different options. - Create a Favorite Report (Desktop)
You can create a favorite report based on the security setting for your role. - Creating Folders for Saved Options and Searches (Desktop)
When you save a set of reporting options or save a search, you can simultaneously create a folder in which to store it. To do that, enter the path and folder name in the Folder Name field. - Preview Reports (Desktop)
After you generate a report, you can preview it onscreen to make sure it contains the data you need in the format that you want. If necessary, you can change the report options and preview it again before you print or download it. - Edit an Existing Report (Desktop)
For an existing favorite report, you can change the reporting options, the data selection criteria, and who can use the favorite. - Use a Saved Search (Desktop)
If you select a search for a report in the Records Included list of the Reports grid, the criteria of that search are used to select records when you generate the report. - Apply Reporting Options (Desktop)
Use sets of options to control both the content and the formatting of a report. While the options available vary from one report to another, the basic procedures for working with options are similar across report types. - Email Reports (Desktop)
You can send a report as a file attached to a standard email message, or you can send a link to the report in an email message. - Archive Reports (Desktop)
Vantagepoint enables you save a report temporarily so that you can quickly regenerate it with the original data. Your archived reports are displayed on the Archived Reports tab in Reporting. Vantagepoint saves each archived report based on the number of hours you specify when you create the archived copy. - Print Reports
You can print from the Preview window or from the Reports tab or Archived Reports tab of the Reporting form. - Schedule Reports and Profiles (Desktop)
You can schedule a favorite report, a standard report, or a profile to be generated at another time. - Download a Report (Desktop)
When you download a report, you specify the file format and which pages to download. - Delete a Favorite Report (Desktop)
If you no longer want a favorite report to be available, you can delete it.
Parent Topic: Reporting (Desktop)