Contents of the Reporting Form

The Reporting form consists of several tabs for managing your reports. Use the Reporting form Actions bar to email, filter, and run your reports. Use the Reporting form tabs to view lists of your favorite and archived reports, as well as reports that are currently running.

Reporting Tabs and Reports Grid

The Reporting tabs on the Reporting form allow you to find and view favorite, archived, currently running, or all available reports for which you have security access. Use the Reports grid on the Reporting tabs to select reports, set options, select data, create favorites, archive reports, and see running reports.

Field Description
Favorites Tab Use the Favorites tab to view reports that you have saved and that others have saved for you. For more information, see Favorites Tab of the Reporting Form.
Reports Use the Reports tab to view, search, and filter all available standard reports to which you have access. For more information, see Reports Tab of the Reporting Form.
Running Use the Running tab to view, search, and filter all reports that you have currently running. For more information, see Running Tab of the Reporting Form.
Archived Use the Archived tab to view, search, and filter all reports that are currently archived and to which you have access. For more information, see Archived Tab of the Reporting Form.

Reports Grid Toolbar

Each Reporting tab has a toolbar located at the top right of the Reports grid. Depending on which Report tab you selected, the toolbar options may include:
Field Description
Click this icon to expand the grid to a full screen display. This expanded view reduces the need to scroll through long lists of records. Click this icon again to return to a standard grid display. For more information, see Maximize the Grid View.
Click this icon to export all the data from the grid into a comma-separated values (.csv) file that you save in Microsoft Excel or another spreadsheet application that supports .csv files. For more information see Exporting Data to a .csv File.
Click this icon to turn the filter row on or off in the grid. The filter row is used to quickly search for a report. For information about how the filter works, see Filter the Grid Results.
The Refresh option is available on the Favorites, Running, and Archived tabs of the Reporting form. Click this icon to refresh the screen and grid and to retrieve and display the current list of reports.

Typically, Vantagepoint displays the current list. However, if you start the archive process for a report and click the Archived Reports tab before that process is finished, the list does not show the newly archived report. If you click Refresh, Vantagepoint updates the list.

This icon appears at the end of a report row on the Reports grid. To manually delete an archived report, select the report in the grid and click this option. Vantagepoint automatically deletes archived reports based on the number of archive hours specified when each archived report is created. You can also use the Report Administration utility to delete archived reports. Click this icon at the right of the selected row to delete the row. You can only delete one row at a time while using this option.

If the option is not displayed at the end of the selected row, use the Grid Options icon to delete the row.

Actions Bar

Use the Actions bar to schedule, email, or perform other actions for reports. For more information, see Actions Bar of the Reporting Form help topic.