Set Search Preferences for Reporting

You can specify your search preferences for Vantagepoint Reporting and save them for future use.

To set search preferences for Reporting:

  1. On the toolbar, click and select My Preferences.
  2. On the My Preferences dialog box, click the Reporting tab.
  3. In Reporting Quick Search, select the type of search filter that you want to use when you conduct a search in the Reporting application.
    You can specify saved searches that have specific results sets or you can specify individual records.
    • Saved Search: Select this setting to have the Reporting application display the Saved Search filter. When you are working in Reporting and enter data for this filter, only the saved searches that match the filter are displayed.
    • Records: Select this setting to have the Reporting application display the Record filter. When you are working in Reporting and enter data for this filter, only the individual records that match the filter are displayed.

    In either case, when you are in the Reporting application, you can use the Search link at the bottom of the drop-down list to select a saved search or individual records. After you save your preferences, the search option becomes a filter on both the Favorites tab and Reports tab in Reporting.

  4. Click Save.
    You might need to refresh the current page to see your selections reflected