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

Run or Preview a Report

When you run a report,Vantagepoint compiles information from the selected records and generates a formatted report in a separate window. You can use this window to preview the report, evaluate the results (and make changes as needed), run the report again, or download and save the results to share with team members.

You can run a report immediately or schedule it to run at a later time. If a report runs for three minutes or longer, Vantagepoint provides an option for you to move the report to the process server. If you click Yes to submit the job to the process server, you then specify the time and date on which the report will run via the Schedule dialog box.

To run or preview a report:

  1. In the Navigation pane, select My Stuff > Reporting.
  2. Click the Reports tab to display a list of available reports for which you have security access.
    To locate a favorite report instead, use the Favorites tab. See Run or Preview a Favorite Report for more information.
  3. To filter long lists of reports:
    Filter ByDescription
    Name or Type Fields Enter text in either or both of these fields to display only those reports that match the text you entered.
    Options Field Select the Set filter to display only the reports for which option settings have changed.

    Select the Not Set filter to display only the reports for which options have not changed.

  4. On the Reports tab, locate the name of the report that you want to use, click in the report row to display the Records or Saved Searches list, and then click to display a lookup of all the records or saved searches that are associated with the report.
    The choices can include records or saved searches that may include legacy searches, as well as a new search option. You can also enter text in the list to quickly locate a record or saved search.
    You cannot modify a legacy search or report favorite. You must first clear the search criteria, then build and save a new search based on the legacy search criteria. You can then modify the search criteria and the records selection.
    OptionDescription
    Records Select saved records that you want to apply to the report.
    Saved Searches Use saved searches, which contain sets of record selection criteria that you want to reuse for the report. When you run the report from the Report grid, the report returns the records defined by the search.
    Search Open the lookup Search dialog box and use it to create a new search.
  5. For some reports, you can select the Create Activity check box to create an activity from the report options before you run the report.
    For more information, see Create an Activity from Report Options.
  6. On each tab for the report, select the options that you want included on the report and then click Run.
    On the Actions bar, you can also click the Schedule or Email actions to either schedule or email the report without running it.
After you run the report and review the data, you can use the toolbar options on the report window to do any of the following: