Deltek Talent Management

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

Build the Report

Select data sources for your report and format its appearance.

To build your report:

  1. Select the bucket that contains the field you want to add to your report.
  2. Click the field name and drag it into the workspace of the Columns tab.
  3. Repeat steps 1 and 2 until you have added all the fields required to build your report.

    As you add fields, Report Wizard provides you with a preview of the content in the report preview table. The field name you selected also serves as the column heading.

    You can also create a new, unpopulated, column. To create a new column:

  4. In the Columns tab, click .
  5. In the Expression Editor dialog box, drag the field you want for your column into the Workspace pane at right.
  6. Click Save.
  7. In the Column Name dialog box, enter a name for your column. The default is the original field name.
  8. Click OK. The default position for your new column is on the left side of the report preview table.
  9. Customize the columns in your report.
  10. To sort the columns in the order that you want them to appear, click the column heading and drag it to the desired position.
  11. Each column heading has a gear icon that contains the following drop-down list options.
    Option Descripiton
    Rename Column Select this to rename the column.
    Add Filter Select this to create a display filter for the column. For additional information, see Add Filters.

    There are two types of filters:

    Prompted: This filter type allows you to select and refine what they want to see in the report.

    Static: This filter type displays only the information that falls within the pre-selected filter option. For example, if you want to create a report that displayed only open requisitions, then you can use the static filter by selecting Select List = Open status as the static filter criteria. You can use a combination of Prompted and Static filters.

    Group Select this to group similar data columns together. You can also select the Roll Up check box, to group together similar data within the column and display them as a total for that grouped column.
    Sorting Select this to set Ascending or Descending as the sort order for the column. For additional information, see Sort Columns.
    Add Average Select this to create a split section above the workspace between Grouped Columns and Averaged Columns and display a new row at the bottom of the report with the averaged output.
    Add Total Select this option to add a total for the column.

    Add Total can be combined with column averaging. In this case, the Total row displays below the Average row. As with averaging, only numeric values are calculated. Non-numeric contents of column cells are treated as '0'.

    If Totals are included in the report, the menu item label changes to Remove Total. Click Remove Total to delete the Total row from the report.

    Delete Select this to remove the column from the workspace.
  12. Click Next.