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

Report Categories

The following report categories describe the types of data information presented in a report and which hubs or applications in Vantagepoint use these categories.

Report Category Description Where Used
CRM Summary

There are several different types of summary reports. As an overall explanation, the CRM Summary reports provide all details for the selected application in separate sections.

CRM Summary reports can contain information from more than one grid in an application. For example, a CRM project summary report could have broad-ranging report information that contains details from the Overview tab, associated contacts, associated firms, associated team members, and others.

Hubs, Proposals, User Roles
List

The List reports display a columned list of all the related records. For example, an Activity List report can display all scheduled activities for a selected hub record, while a Project List report can provide a listing of your projects from the Projects hub.

Note: Only one grid can be included in a list report at any one time.
Billing, Data Export, Hubs, Payroll, Proposals,
Audit The Audit reports display the user IDs and dates for each update, delete, and insert action performed on records in the selected application. For example, the Marketing Campaign audit report shows the user IDs and dates for each update, delete, and insert action performed on records in the Marketing Campaigns hub.
Note: This report is available only if you or your system administrator selected the Enable Hub Audit Detail option and also the corresponding checkbox for the hub on the Audit Trail form in Settings > General > Audit Trail.
Accounting, Billing, Hubs
Audit Detail The Audit Detail reports display original and new column values for each update, delete, and insert action performed on related records.
Note: You must enable auditing to use this report.
Accounting, Billing, Hubs, Purchasing
Data Export The export reports give you the option to print or download to a file that contains almost all data in a given hub or application area.
Note: For ease of use, we recommend that you save this file in the Microsoft Excel (.xls) file format rather than the other report formats.
Accounting, Billing, Data Export, Hubs, Payroll, Proposals, Purchasing