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Create a Report from the Home Page

Modified: 10 May 2026 Viewpoint Team Project Management Analytics / Business Intelligence Help

You can create a custom report from the ViewpointOne Home page.

Note: In order to view or create reports, a user must first be assigned an Analytics role by the Enterprise Admin. See Edit a User for details on editing a user's access level.
  1. Under Analytics, select the plus icon.

    The Select Data Source dialog appears in Viewpoint Analytics.
  2. Select a data source from the list, and then click OK to open the New Report page.
    From the New Report page, you can select the fields you want to use in the report.

For details on creating a custom report, see Create a Custom Report in the Viewpoint Analytics Help.

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