Contents of the Individual Report Form
The basic contents of most individual reports consist of header fields, tabs, grids, and an actions toolbar that allows you to define, format, and process your reports.
Individual Report Forms
Header Fields
In most reports, the Reports grid is composed of header field sections and an Actions bar that are available on each tab of an individual report. Header fields vary, depending on which report you selected. While all reports have a
Name header field at the top of the form, many reports can also have an expandable set of header fields. You can choose to either display or hide this expandable header field section by using the show (
) and hide (
) chevron icons.
The most common fields that appear within the expandable header fields section include:
| Field | Description |
|---|---|
| Records/Saved Search | This quick search appears within the expandable header field section for some report types. Click
 to view the lookup list of records or saved searches or
Search. Select one of the following options from the lookup list to apply the desired records to your report:
A record: If available, choose one of the existing records in the list that can be applied to the report. When you run the report from the report form, the report will display the details for that record. A saved search: If available, choose one of the existing record search queries in the list that can be applied to the report. When you run the report from the report form, the report will return the records as defined by the search.
Vantagepoint displays the selected search in the Records/Saved Search field on the Reports grid of both the Reporting application form and the individual report form. The label that displays for the Records or Saved Searches quick search field 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 of My Preferences Dialog Box to specify the default search. To search for records to include on a report, see the Select Records to Include on a Report help topic. |
| Create Activity | This checkbox appears within the expandable header field section for some report types, such as project, employee, and contact reports. Select this checkbox to create an activity. When you run the report and create an activity, you can then track when the report was run and even printed. For employee and contact reports, creating an activity will also associate the activity with all employees or contacts included in the report. |
For more information about these fields, see Searches and Reporting, Select Records to Include on a Report, and Create an Activity from Report Options.
Tabs
The tabs available on an individual report form vary depending upon the report category. Use the individual report form's tabs to define the types of information you want to appear on the report and to format the report's properties and visual characteristics. Depending on the report, you may be able to add sets of options for reuse, restrict records, as well as create calculations and charts.
Grids
Some report types contain grids that enable you to group and sort data to more easily locate and review the information included on the report. You can also select columns that you want to include on a report. Columns are specific to a report and can include both global (system-wide) calculated field and local calculated field selections.
Actions Bar
Use the Actions bar to run and save a report, as well as copy options from a favorite report. You can also use the Other Actions menu to schedule, email, download, reset, or perform other actions for a report. For more information, see the Actions Bar of the Reporting Form help topic.