How to...
These help topics provide step-by-step instructions for displaying reports, searching for and sorting the records on reports, selecting columns for reports, and saving reports to use again.
How to...
To display a set of instructions, click the topic title in this list.
- Select a Standard Report
In the Reporting area, click the currently displayed standard report name to select a different standard report to view. - Select a Saved Report
In the Reporting area, use the saved report search field to select a saved report to view. (If you have not yet saved any reports, the search field is not displayed.) - Select Records for a Report
You can select the records included on a report using standard searches (All, Active, and Mine), custom searches, and report column filters. Deltek CRM "remembers" your latest standard or custom search for each report and applies them by default the next time you display the report. - Clear Report Filters
If you apply a search or column filters to a report and then want to clear those and start over with the default report (with only the Mine search applied), click Clear all filters. - Group Report Rows
Use the Report Settings dialog box to select a field to group report rows by. - Select Columns for a Report
Use the Report Settings dialog box to select the columns you want to display on a report. - Change the Order of Report Columns
You can change the order of columns on a report either by moving them on the report itself or using the Report Settings dialog box. - Sort the Report Rows
By default, reports are sorted in ascending order by the values in the NAME column, but you can sort the reports based on any report column and in either ascending or descending order. - Save a Report
If you apply a search, filters, and other options to a report to get the data you want and you expect to need that report again in the future, you can save it for future use. When you name and save a report, Deltek CRM saves your search, filters, column selections, column order, row grouping, and sorting. You can then just select the saved report from a list instead of having to reapply the options each time. - Change a Saved Report
If you create a saved report and later need to make changes to it, the procedure is nearly the same as when you originally created the report. - Delete a Saved Report
If you create a saved report and later decide you no longer need it, you can delete it. - Download a Report in a .CSV File
You can download the contents of a report in a .CSV file. You can then use Microsoft® Excel® or another spreadsheet application that supports .CSV files to filter and format the data as needed.
Parent Topic: Reporting