Favorites Tab of the Reporting Form

Use the Favorites tab to create and save a report that you frequently use. 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.

When you create a favorite report, Vantagepoint adds the favorite in:

• My Stuff > Favorite Reports: The report displays in the list of favorites.
• My Stuff > Dashboards: If the system dashpart is included in your dashboard.

Your ability to create and save favorites depends on the setting for your security role in Save Rights > Reports, Searches and Options on the Roles form (Settings > Security > Roles).

The available settings are:

Save Rights	Description
Save Personal Only	This option saves searches, favorites, dashboards, dashparts, and sets of report options for personal use only. You cannot share them with other Vantagepoint users.
Save For My Role	This option saves searches, favorites, dashboards, dashparts, and sets of report options for yourself and all others who share your security role.
Save For All Roles	This option saves searches, favorites, dashboards, dashparts, and sets of report options for yourself, all others who share your security role, and for global access by any co-worker using Vantagepoint.

Contact your system administrator if you have any questions about your access to reports.

Contents

Field	Description
Name	This column displays the name of the report. To run a favorite, click the report name. Favorite reports can have a different name than the corresponding standard report; however, you can always see the report on which a favorite is based by opening the report options for the favorite using the row tool menu.
Type	This column displays the report's designated Type. The type is assigned based on the type of the associated standard report. For this reason, the report type cannot be modified. Some typical report types can include Billing, Resource Planning, Firm, and Project.
Records/Saved Searches	The label that displays for the Records or Saved Searches list is determined by the type of quick search that you select as the default for reports. Use the Reporting Quick Search field on the Reporting tab in My Preferences to specify the default search. To specify records or searches to include in the selection criteria for a report, click in the Records/Saved Searches column for the desired report. The Records/Saved Searches column may be blank, or it may contain text: If the column is blank, you have not specified any records for the report. If you do not specify records to include before you generate the report, Vantagepoint includes data from all records of the appropriate type. To select criteria, click in the Records/Saved Searches column and then click a saved search or select Search to create a new search. You can also enter text in the list to quickly locate a record or saved search. If the column contains Records Selected, then selection criteria have been specified for the report. To review or change the criteria, select a different option. If the column contains a name, the report is set up to use a record or a set of saved search criteria. Click to select another search or click Search to create a new search.
Shared	You can filter favorites that are either private or shared with other users. If this field contains the icon, the report is shared with other users. Otherwise, it is a personal favorite and the field is blank.
Grid Options	The Grid Options icon appears in many of the Vantagepoint grids when you hover your cursor at the end of a record's row. Use Grid Options to perform specific tasks or to refine the properties of a specific record in a grid. Depending on which application and record you are working in, the grid options will vary.
	Click to display the following grid options for a report: Report Options—Select this option to open the Reporting form on which you can set up new formatting options or modify existing options for a favorite report. Note that you cannot edit report options for legacy favorites that have been upgraded from another Deltek product. Save As— Select this option to make a copy of a favorite to use as a basis of a new report favorite. Manage Favorite— Select this option to rename the favorite or change with whom it is shared. Schedule— Select this option to set up a date and time to run the report. This option displays the Schedule dialog box on which you can specify how and when you want to distribute and export the reports. You can also use the Schedule dialog box to add a report to a profile (a group of reports) that you want to generate on a regular basis, set up notifications, create an archive of the report, email the report, or export the report to a file format of your choice. For access to these profiles, contact your administrator. Email— Select this option to display the Email Report dialog box on which you can choose various distribution and recurrence options before sending the favorite report as an email attachment. Delete— Select this option to delete the favorite report. The Delete dialog prompts you to confirm whether or not you want to delete the report. You can only delete one row item at a time while using this option.