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

Favorite Reports

A key feature of Vantagepoint Reporting is the ability to save the reports that you frequently use as "favorites." 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 you access and run that report.

You can create more than one favorite version of any report. For example, you might save two favorites for the Office Earnings report. The first favorite could provide a consolidated firmwide view, while the second favorite could display maximum detail by organization.

When you create a favorite report, Vantagepoint adds the favorite in:
  • My Stuff > ReportingThe Favorites tab lists all favorite reports.
  • My Stuff > Dashboards: If the Favorite Reports system dashpart is included on your Dashboard, the list of favorite reports displays.
Click on a report name in either of these areas to view the report in a new dialog box, from which you can save, print, or share the report.

Creating and Saving Favorites

The procedures that you can use to create and save favorites depend on the setting for your security role in Save Rights > Reports, Searches and Options on the Roles form (Settings > Security > Roles).

The available settings are:

Save Rights Description
Save Personal Only This option 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 option saves searches, favorites, dashboards, dashparts, and sets of report options for yourself and all others who share your security role.
Save For All Roles This option saves searches, favorites, dashboards, dashparts, and sets of report options for yourself, all others who share your security role, and for global access by any co-worker using Vantagepoint.

Reports and Multiple Languages

If you use multiple languages, you specify the language you want to use each time that you log in to Vantagepoint. If you create a favorite report, Vantagepoint saves that language as part of the report characteristics. As a result, each time you or another person uses that favorite, Vantagepoint generates the report in that language, even if the person who generates it is currently logged in with a different language.

Because each favorite is associated with a specific language, make sure that you log in with the language you want before you create a favorite. For the same reason, if you need to make changes to a favorite, be sure you log in with the language for which you created it. If you do not, Vantagepoint sets the language for the favorite to the active language for your current Vantagepoint session when you save your changes.

Standard reports, in contrast to favorites, are always generated in the language that you specified when you logged in for your current session, unless you generate the report using a saved set of options created for a different language.