Print Records from the Reporting Dialog Box

You can select records and print a report directly from an application. You can also access your favorite reports, create new reports, and view both current and archived reports.

Use the Find [record] field to select the hub record that you want to include on a printed report. If you use List View, select the records that you want to print. If you do not select any records, all records for the hub are included in the report.

To print a record or record selection for a report:

  1. On the Other Actions bar, click Print to display a menu of print options.
  2. On the Print Options menu, select one of the following print options:
    • Current Record: Select this option to print the currently selected record that appears in the active hub or application form. When you select a report from the Reports grid on the Reporting dialog box, Vantagepoint pre-selects only the current record for all reports of that type.

      This option is not available in the Print Options menu for List View.

    • Current Selected Records: Select this option to print all the currently selected records used in the search you selected in the Saved Search control () at the top of the active hub or application form. For example, if you select the Qualified Contacts standard search on the Contacts form, all qualified contact records will be printed in the report.

      When you select a report from the Reports grid on the Reporting dialog box, Vantagepoint pre-selects this record selection for all reports of that type.

    • Select Records to Print: Select this option to launch a search dialog box. You can either run an existing search or create a new search, using both basic and advanced search features, and then make your item selections.

      When you select a report from the Reports grid in any tab on the Reporting dialog box, Vantagepoint pre-selects these search records for all reports of that type.

    You can also use tabs on the Reporting dialog box to specify the records that you want to include on the report. You can find, view, and filter reports. You can work with all reports or specify favorite, archived, or currently running reports.
    Tab Functionality Related Information
    Favorites View reports that you have saved to your Favorites folder. Favorites Tab of the Reporting Form

    Run or Preview a Favorite Report

    Reports View, search, and filter all available reports to which you have access. Reports Tab of the Reporting Form

    Create a Report

    Run or Preview a Report

    Running View, search, and filter all reports that are currently running and to which you have access. Running Tab of the Reporting Form
    Archived View, search, and filter all reports that are archived and to which you have access. Archived Reports Tab

On the Reporting form, click Run to run the report. To print report data, see the Print a Report from the Report Preview help topic.