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

Edit a Report

Report Creators can edit reports they created. Access the Edit Action on the Reports Management screen.

Note: Before you begin, notice the Redo and Undo icons Redo and Undo at the top of the screen. You can undo up to 25 actions. Also notice the Cancel report creation and Start over options available on the File menu.

You need to be on the Reports Management screen to perform this task (Reporting >> Reports).

To edit a report:

  1. On the Report Management screen, click >> Edit for the report you want to edit.
  2. To add fields or objects, click Tools >> Fields & Data Objects.
  3. Browse the objects or enter a keyword in the Filter content filed to narrow the list of options.
  4. Click an object's title to expand associated fields. Learn more about the object by clicking the Join Conditions, Preview, Show Details and Show key fields buttons.
  5. To add an item, drag it or click Add this field to my report. For more information about adding fields, see the Fields & Data Objects widget topic.
  6. Use the Tools and Options menus to configure your report with filters, sorting, grouping, and more. See the Tools Menu and Options Menu topics for details.
  7. Right-click on a column to access column-specific actions. For example, renaming a column, combining multiple columns, and specifying column format. See the Column Actions Menu topic for details.
  8. When done, save the report from the File menu. You can save it under the same name, or as a new report. Because the Reporting Tool allows multiple simultaneous editing sessions ans saves editing history, you must either save, cancel editing, or log out of the Reporting Tool to end the editing session.