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 reports. If the reports that 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. Vantagepoint prohibits the following characters in report names: \ / : * ? \ " < > | #
	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.
Options	Icons in this column indicate whether or not options have been changed for the current report. When you hover over a blank cell, you see one of the following icons: : Saved options for this report have not changed. : Saved options for this report have changed. Click either icon to open the Options tab for the report. You can use this field to filter the list of reports in the grid. In the Options filter, select Set to show only reports with changed options or select Not Set to show only those reports that have unchanged options. To clear unsaved report options and reset them to the last set of saved or default settings, click Reset.
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 this column, which may be blank or 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.
Reset	This icon displays when you hover over the end of a row. Click this icon to clear the unsaved report options and reset them to the last set of saved or default settings.