Basics
If you are new to Reporting, you may find it helpful to review information about report favorites, options in Settings that affect reports, and considerations for generating reports when you use multiple companies.
Video
Title | Description |
---|---|
Learn how to create simple reports. |
- Related Topics:
- Report Categories
The following report categories describe the types of data information presented in a report and which hubs or applications in Vantagepoint use these categories. - Settings and Reporting
Many options in other areas of Vantagepoint affect both the data that you see in Reporting and the options available to you for working with the data. - Favorite Reports
A key feature of Vantagepoint Reporting is the ability to save the reports that you frequently use as "favorites." When you set up and save a favorite report, Vantagepoint applies the report options, selection criteria, and language (if applicable) as the defaults each time you access and run that report. - Legacy Reports
Legacy reports are reports that were saved in a legacy application and were then included upon upgrade to Vantagepoint. - Searches and Reporting
While using Vantagepoint Reporting, you can search for the report you want to work with and for specific records to include on the report. You choose the set of records from which report data is drawn and then later reuse, modify, or choose a new set of records for an individual report via the Records or Saved Searches quick search list. - Reports Grid
The Reports grid is composed of both header fields and a toolbar that are available on each tab of the Reporting application form. The header fields and toolbar options available vary depending on which Reporting form tab you are using. - User-Defined Fields and Reporting
When a report supports column selection, you can add any user-defined fields that are available for that report. - Calculated Fields and Reporting
You can create both global and local calculated fields. Global (or system-wide) calculated fields are available to all users who have access to the report. Local calculated fields are available only to the user who creates them. - Reporting and Multiple Companies
Using multiple companies impacts various areas in Reporting.
Parent Topic: Reporting