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

Searches and Reporting

While using Vantagepoint Reporting, you can search for the report you want to work with and for specific records to include on the report. You choose the set of records from which report data is drawn and then later reuse, modify, or choose a new set of records for an individual report via the Records or Saved Searches quick search list.

Before running a report, navigate to either the Favorites tab or the Reports tab of the Reporting form and in the Records/Saved Search column on the Reports grid, click a report row to display the Records or Saved Searches quick search list. The Records/Saved Search quick search list is also located within the expandable header fields section on many individual reports.

The label that displays for the Records or Saved Searches quick search field 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 of My Preferences Dialog Box to specify the default search.

You can choose either a saved standard or legacy search (if available) or the Search option to create a new search and select records that you want included on a report. If you create a new search, Vantagepoint displays options to specify advanced settings where you can modify or build a new search. You can also use the same features when searching certain types of lookups. For more detailed procedures on how to build searches, see Build a Basic Search and Build an Advanced Search.

Reports that are based on a legacy search are non-editable and appear in the Reports grid with an asterisk. In addition, the Records or Saved Searches list for this type of report is disabled.

To search for records to include on a report, see the Select Records to Include on a Report help topic.

To search the content of a generated report in the preview window, see the Search a Previewed Report help topic.