Deltek Vantagepoint Help

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

Reports Tab of the Reporting Form

Use the Reports tab to select a standard or a custom report, set its options, restrict the records included, and create favorite reports.

Contents

Reports Grid

Field Description
Name This column displays the names of the standard Vantagepoint reports. If the reports you want are not listed in the Reports grid, verify that you have security access to the reports and check that the filter is in use to refine the reports list. If you have any questions about your access to reports, contact your system administrator.
When you select a report, the report's respective tabs display. These tabs depend on the type of format that is selected and may include any of the following:
  • Columns and/or Groups
  • Options
  • Layout
  • Chart

See the Tabs for Column Options and Reporting online help topic for more information.

Type This column displays all the available report types to which you have access. Some of the 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 the records or searches that are included 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.