Reports Tab of the Reporting Form

Use the Reports tab to select a standard or a custom report, set its options, restrict the records included, and create favorite reports.

Contents

Reports Grid

Field	Description
Name	This column displays the names of the standard reports. If the reports that you want are not listed in the Reports grid, verify that you have security access to the reports and check that the filter is in use to refine the reports list. If you have any questions about your access to reports, contact your system administrator. Vantagepoint prohibits the following characters in report names: \ / : * ? \ " < > | #
	When you select a report, the report's respective tabs display. These tabs depend on the type of format that is selected and may include any of the following: Columns and/or Groups Options Layout Chart See the Tabs for Column Options and Reporting online help topic for more information.
Type	This column displays all the available report types to which you have access. Some of the report types can include Billing, Resource Planning, Firm, and Project.
Options	Icons in this column indicate whether or not options have been changed for the current report. When you hover over a blank cell, you see one of the following icons: : Saved options for this report have not changed. : Saved options for this report have changed. Click either icon to open the Options tab for the report. You can use this field to filter the list of reports in the grid. In the Options filter, select Set to show only reports with changed options or select Not Set to show only those reports that have unchanged options. To clear unsaved report options and reset them to the last set of saved or default settings, click Reset.
Records/Saved Searches	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 specify records or searches to include in the selection criteria for a report, click this column, which may be blank or may contain text: If the column is blank, you have not specified any records for the report. If you do not specify records to include before you generate the report, Vantagepoint includes data from all records of the appropriate type. To select criteria, click in the Records/Saved Searches column and then click a saved search or select Search to create a new search. You can also enter text in the list to quickly locate a record or saved search. If the column contains Records Selected, then selection criteria have been specified for the report. To review or change the criteria, select a different option. If the column contains a name, the report is set up to use a record or a set of saved search criteria. Click to select another search or click Search to create a new search.

Grid Options

Field	Description
	The Reset option is available on the Favorites, Reports, Running, and Archived tabs of the Reporting form. Click this icon to reset the form to the last set of saved or default options for the report.
	Click this icon to maximize the grid to a full-screen display. This expanded view reduces the need to scroll through long lists of records. Click it again to return to the 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 filters work, see Filter the Grid Results.
	This icon appears at the end of a report row in 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 delete only 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.