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:
You can use the toolbar options on the report window to do any of the following:
- To print report data, see Print a Report.
- To search for report data, see Search a Previewed Report and Drill Down for Detail on a Report.
- To send the report as an email attachment or link, see Email a Report and Email Report Dialog Box.
- To schedule a report, see Schedule a Report to Run Later.
- To schedule a report to be archived, see Schedule a Report to Be Archived.
- To download the report to a specified file type, see Download a Report.
Parent Topic: Run, Analyze, and Share Reports