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

Use an Advanced Search to Find Report Data

Use the advanced search options to search a report that is displayed in the Preview window, based on the fields and search values that you specify in the Search Criteria grid. You can then view the search results, print them, or download them to a comma-separated values (.csv) or Excel file format.

Keep the following guidelines in mind as you use the advanced search feature:

  • For quick results, the Search Criteria grid remembers your prior selection each time that you access the grid.
  • The list of search fields generated is based on the structure of the report. That structure is determined by your sorting and grouping criteria, other report options that you select, and groups that are built into the report. Use the information in the Level column and the Name column to locate the fields that you want.

    For example, if you want to search the Project Summary report and include current hours from detail rows in the search results, select the grid row that contains Detail in Level and Current Hours in Name. If you instead want to see total current hours for projects, select the grid row that contains Group Project Number in Level and Current Hours in Name. Vantagepoint attempts to provide meaningful names for the levels and fields, but in some cases, it must use generic names. If you cannot tell from the level and field name which search field to select, pick the most likely candidate and do a trial search.

  • If you select the Report Date and Report Time criteria and export the report to a comma separated values (CSV) file, the date and time values display on the spreadsheet using the long date and time format (for example, 6/16/2022 10:45:00). However, when you export the report to Microsoft Excel, the values display on the spreadsheet using your locale's short date format (for example, 6/16/2022).
  • The search results columns display from left to right in the same order that the fields display in the grid on the Search Criteria tab. To change that order before you launch the search, use the row option and drag and drop the rows into the desired order.
  • You cannot use the search output as links to jump to the corresponding location in the report.
Prerequisites: From Reporting, run a report. From other applications, click Print.

To use an advanced search to find report data:

  1. On the toolbar of the previewed report, click Search and Download.
    The Search Criteria grid displays at the bottom of the report and lists the fields that you can select as search targets to include in the search output.
  2. In the Search Criteria grid, select the checkbox next to each row that you want to include in the search output.
    If you want to search the report based on the values in a field but do not want that field to appear in the search results, leave the checkbox cleared and continue with step 4.

    If the report uses sub reports, the fields in the sub reports are not available as search criteria or search output.

  3. The search results display in the order of the selected rows; to reorder the rows, click Reorder this from and drag the rows.
  4. If you want a field to have a different name in the search results, enter that name in the Name field.
  5. If you want to search the report based on the values in this row, select the Filter checkbox.
    If you want to include the field in the search results but do not want to search based on its values, do not select Filter.
  6. If you selected Filter, select an Operator and then enter in Value the value of the field for which you want to search.
    You cannot use wildcard characters in the search value.
  7. Repeat steps 2 through 6 for each field that you want to include in the search output.
  8. Click Show Results on the grid menu.
    The Search Results grid displays the search results and the number of result rows displays at the top of the grid.
  9. On the toolbar of the Search Results grid, click Export.
  10. On the Export as dialog box, in the Export Format field, click and select either CSV or Excel as the file format.
  11. Click the Export button to download the file format to your computer.
    A downloaded file box showing the file's name and its file extension appears at the bottom left of your screen. You can print the downloaded report or save it to your computer. For more detailed information, see Download Search Results.