Reports Management Tasks
Review step-by-step instructions for tasks related to managing reports.
- Related Topics:
- Narrow List of Reports
You can narrow the list of reports displayed on the Reports Management screen by their associated modules and type using the Module and Report Type drop-down lists. - Run Reports
You run reports from the Reports Management screen by selecting Run from the Actions menu of any report. - Edit a Report
Report Creators can edit reports they created. Access the Edit Action on the Reports Management screen. - Search Reports
Enter keywords to retrieve reports. - Share Reports
You can share the report with everyone by making it public, or specify that only certain users have access. - Copy a Report
Similar to using Deltek Standard Reports as a starting point for a new report, Report Creators can also copy any report they have access to on the Reports Management screen. - Shortcut Functions
You can use shortcut keys for certain actions on the Reports Management screen. - Schedule Reports
You can schedule each report to run automatically at a specified date and time. - Add Report Tags
Add unique tags to a report to make retrieval easier when searching. - Manage Favorites
Any type of report that displays on the Reports Management screen can be saved as a favorite, including shared reports that belong to administrators. You can designate up to ten reports as favorites.
Parent Topic: Reports Management