How to...
Reporting offers many ways to create and generate reports. Initially, many of the reports have default settings for the report's options. You can change both the content of the report and its formatting if the default settings do not meet your needs.
For reports in which you can select columns, you can also create your own calculated fields on the Add Calculated Field dialog box and include them on reports.
After you set reporting options, you can save your settings for use in future reporting sessions. Saved favorite report definitions save you a lot of time if you generate the same reports on a regular basis.
- Related Topics:
- Create Reports and Favorites
Reporting provides several methods for creating reports. The procedures for creating reports and favorites are similar across report types. - Copy Report Options from a Favorite
You can copy the options from a favorite report to use as the basis of a new report, instead of creating the new report from scratch. You can also copy report options from a favorite and then apply them to an existing report. - Reset Report Options
You can reset changed report options, to return them to the settings specified for those options in the most recent saved or default settings. - Select Records to Include on a Report
You can select the records to include on a report and save those selections for re-use. - Save Record Selections for Reports
You can save record selections for use in future reporting sessions. For example, you might have a saved search for all projects assigned to a certain project manager. - Sort and Group Report Data
Sort and group data on a report to make it easier to locate and review the information included on the report. You can select multiple sorting and grouping criteria for a single report. The sequence in which the selected criteria are listed on the Grouping and Sorting section of the Columns & Groups tab determines which sort is applied first. - Format Reports
The formatting options on the Columns & Groups, Options, Layout, and Chart tabs for an individual report directly affect both the content and layout of that report. - Save a Report
After creating a new, custom report or modifying an existing favorite report, use the Save option on the Actions bar to save your changes. This saves the search criteria, filters, column selections, column order, row grouping, and sort settings for the report. When you have a report format that you like and that you want to use again, save the format as a favorite. You can make a saved report available to you yourself or other users and roles. - Run, Analyze, and Share Reports
After running a report in Vantagepoint, you can review the data to ensure the necessary information is included and then schedule, email, print, and/or download the report to share as needed. - Schedule, Email, Archive, and Download Reports
After running a report, you can schedule, archive, email or download the report from the Other Actions bar of the Reporting form. - Add a Calculated Field to a Report
You can add a local calculated field to a report that you base on a mathematical formula in the Calculated Fields dialog box. You create these local calculated fields for the selected report only. - Delete a Calculated Field from the Select Columns Dialog Box
You can delete local calculated fields that you created for your own use on the Columns & Groups tab of report options, so that they do not display on the Select Columns dialog box.
Parent Topic: Reporting