How to...

In Reporting, you can display reports, search for and sort the records on reports, select columns for reports, and save reports to use again.

Related topics:

  • Select a Standard Report
    In the Reporting area, click the currently displayed standard report name to select a different standard report to view.
  • Select a Saved Report
    In the Reporting area, use the Find saved report field to select a saved report to view. (If you have not yet saved any reports, the Find saved report field is not displayed.)
  • Select Records for a Report
    You can select the records included on a report using standard searches (All, Active, and Mine), custom searches, and report column filters. Deltek CRM "remembers" your latest standard or custom search for each report and applies them by default the next time you display the report.
  • Clear Report Filters
    If you apply a search or column filters to a report and then want to clear those and start over with the default report, click Clear all filters.
  • Group Report Rows
    Use the Report Settings dialog box to select a field to group report rows by.
  • Select Columns for a Report
    Use the Report Settings dialog box to select the columns you want to display on a report.
  • Change the Order of Report Columns
    You can change the order of columns on a report either by moving them on the report itself or using the Report Settings dialog box.
  • Sort the Report Rows
    By default, reports are sorted in ascending order by the values in the first column, but you can sort the reports based on any report column and in either ascending or descending order.
  • Save a Report
    If you apply a search, filters, and other options to a report to get the data you want and you expect to need that report again in the future, you can save it for future use. When you name and save a report, Deltek CRM saves your search, filters, column selections, column order, row grouping, and sorting. You can then just select the saved report from a list instead of having to reapply the options each time.
  • Change a Saved Report
    If you create a saved report and later need to make changes to it, the procedure is nearly the same as when you originally created the report.
  • Delete a Saved Report
    If you create a saved report and later decide you no longer need it, you can delete it.
  • Download a Report in a .CSV File
    You can download the contents of a report in a .CSV file. You can then use Microsoft® Excel® or another spreadsheet application that supports .CSV files to filter and format the data as needed.
Parent Topic: Reporting