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

Run or Preview a Report

When you run a report,Vantagepoint compiles information from the selected records and generates a formatted report in a separate window. You can use this window to preview the report, evaluate the results, and make changes as needed and run again, or to download and save the results to share with team members.

You can run a report interactively or schedule it to run at a later time. If you have been running a report for three minutes or longer, Vantagepoint provides an option to move the report to the process server. If you click Yes , to submit the job to the process server, you can set when the report will run in the Schedule dialog box.

To run or preview a report:

  1. In the Navigation pane, select My Stuff > Reporting.
  2. Click one of the following tabs to display a list of available reports:
    • Favorites: This tab displays a list of all your favorite or most frequently used reports. Favorite reports preserve all of the options, record selection criteria, and report language (if you use multiple languages) that were specified. All legacy reports display with an asterisk. You can run a legacy report, but you cannot modify it. See Run or Preview a Favorite Report for more information.
    • Reports: This tab displays a list of all available reports for which you have security access.
  3. To filter long lists of reports, enter text in the Name or Type fields.
  4. On the Reports tab, locate the name of the report that you want to use and click in the report row to display the Records or Saved Searches list. Then click to display a lookup of all the records or saved searches that are associated with the report.
    The choices can include records or saved searches that may include legacy searches, as well as a new search option. You can also enter text in the list to quickly locate a record or saved search.
    You cannot modify a legacy search or report favorite. You must first clear the search criteria, then build and save a new search based on the legacy search criteria. You can then modify the search criteria and the records selection.
    OptionDescription
    Record Select saved records that you want to apply to the report.
    Saved Searches Use saved searches, which contain sets of record selection criteria that you want to reuse for the report. When you run the report from the Report grid, the report returns the records defined by the search.
    Search Open the lookup Search dialog box and use it to create a new search.
  5. For some reports, you can select the Create Activity check box to create an activity from the report options before you run the report.
    For more information, see Create an Activity from Report Options.
  6. For each tab on a report, select the options that you want included on the report, and then click Run.
    On the Actions bar, you can also click the Schedule or Email actions to either schedule or email the report without running it.
After running the report and reviewing the data, you can use the toolbar options that display on the report window to complete the following: