Deltek Vantagepoint Help

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

Example: AR Aged Report

You can create an Accounts Receivable Aged Report to view posted accounts receivable information, with aging data, for the current project. This includes the total amount billed, paid and unpaid balances, outstanding retainage, and the length of time that the receivables have been outstanding.

To create an AR Aged report:

  1. In the Navigation pane, select My Stuff > Reporting.
  2. Click the Reports tab to display a list of all the reports to which you have access.
  3. In the Type column in the Reports grid, enter or select Accounts Receivable.
    The Reports grid filters to display only Accounts Receivable reports.
  4. In the grid, select the row with the AR Aged report.
  5. To create a new search, in the Saved Searches column, click and then click New Search.

    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.

    Refer to this dialog box if the Saved Searches column does not display.
  6. Use the tabs to define the report options.
    Depending on the report type, these options can include a variety of standard and custom information sections, as well as layout, chart, and formatting options for the report:
    • Columns and/or Groups: Use this tab to select the columns that will display on the report. You can also specify the sequence in which data displays and combine multiple sort criteria. This tab displays as Columns, Groups, or Columns and Groups depending on the type of report that you selected.
    • Options: Use this tab to save sets of options for reuse. The Options tab displays on audit and summary reports and its contents vary based on the individual report category.
    • Layout: Use this tab to specify the document and page formatting properties, field level information, and visual characteristics that are displayed on reports.
    • Charts: For reports that contain charts, use the Charts tab to select chart type and define graphical data for the report.

    For detailed information, see the Format Reports help topics.

  7. On the Actions bar, select Save.
    The Save Report dialog box displays.
  8. Enter a unique name for the report.
  9. In the Save For field, click and select the roles that will have access to the report.

    Myself displays as the default role assigned to the report. This is the role that gives you access to the report. If this is the only role selected, it also defaults the report to a Private status on the Favorites tab.

    If needed, select additional roles that will have access to the report. When you select additional roles, the report defaults to a Shared status on the Favorites tab. The Status column also displays a to indicate that the report is shared with other users.

    The ability to create and save favorites depend on the setting for your security role on the Roles form (Settings > Security > Roles).
  10. In Description, enter a description of the report's purpose.
  11. Click Save on the Save Report dialog box.
    The dialog box closes and you are returned to the most recent tab that you were using. The report displays on the Favorites tab in My Stuff > Reporting.