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

Create a Report From a Category

Use a pre-built category with frequently used fields as well as common joins, calculations, and summaries for a quick way to get started creating a report.

Note: Before you begin, notice the Redo and Undo icons Redo and Undo at the top of the screen. You can undo up to 25 actions. Also notice the Cancel report creation and Start over options available on the File menu.

To create a report starting with a category:

  1. Click Create Report on the top navigation.
  2. Click Choose a Category.
  3. Click Untitled Report under the Report Action Toolbar, enter a name, and click the check mark to name the report.
  4. Click Add a report description and enter a short description of the purpose of the report. Click the check mark to save.
  5. On the Categories widget browse the Module sections or enter a keyword in the Filter content filed to narrow the list of options. Then click the category you want to use for your report.
    Selecting a category pre-selects special data in the Fields & Data Objects widget, making it available at the top of the list in the Your Report's Objects section, where you can add it to your report. These are commonly used fields.
  6. Browse objects in the Your Objects section and Suggested Additions sections, or search for fields and objects by entering key terms in the Search field at the top of the widget.
  7. Click an object's title to expand associated fields. Learn more about the object by clicking the Join Conditions, Preview, Show Details and Show key fields buttons.
  8. To add an item, drag it or click Add this field to my report. For more information about adding fields, see the Fields & Data Objects widget topic.
  9. Use the Tools and Options menus to configure your report with filters, sorting, grouping, and more. See the Tools Menu and Options Menu topics for details.
  10. When done, click File >> Save new Report.