Deltek Talent Management

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

Saved Views Widget

Use Saved Views to store report options and actions, including column sorting, filtering, grouping, active charts, and more to use on other reports. After saving, you can apply a Saved View by opening a report in the Report Working Area and clicking the Saved View icon in the Report Actions Toolbar. When scheduling reports, distribution lists can also use Saved Views.

Contents

You access the Saved View widget on the Tools Report Action menu when viewing a report (Tools >> Saved View).

Field Description
Widget ToolbarWidget Toolbar At the top of every widget are three action icons:
  • Details:Expands a panel with information about how to use the widget to build your report.
  • Refresh: Updates and reloads the content.
  • Close: Closes the widget.
Save current view Click to save the current set of report options (filtering, sorting, grouping). Name
Reset current view Click to reset the report options to those that were in effect when you first opened the report. Enter a name for the report that indicates the type of options saved and click OK. This Saved View is now available when you click the Saved View icon Saved View when viewing any report.
Default view Click and select Save to save the current report options as the default view that loads when you run this report. You can also select Do not apply a default view to load a report with no saved options.
Filter content Enter text to narrow results and quickly find content available in the active widget.

Saved Views

Each view saved for the current report is listed under the Saved Views for this report section. Each has the following options and actions.

Field Description
Apply Click to apply these options to the active report.
Saved Options Each option included in this view is listed, by category (Sorting, Grouping, Filtering, Charts).
Created This shows the date and time the view was saved.
Re-save using the report's current view Click to update the Saved View with any changes you have made in the current session.
Private/Public Select Private to save the view only to reports created by and visible to you. Select Public to share the view with everyone.
Delete Click to delete the view here and remove it as an option from the Saved View icon drop-down. You can't delete the view if it is in use in a distribution list.
Name Click to change the Saved Viewiew name.
Description Click to enter a short description.