User-defined reports (UDR) are customizable reports that can be run at the project, shell, program, and company level. The information that can be included in a UDR can include:
| • | Any business process data element (that is, fields found on the business process form) |
| • | Business process workflow information |
| • | System data elements, including company, project, shell, and user information |
| • | Column headings from cost, funding, schedule sheets |
| • | Cost sheet and work package data elements |
| • | Data views in published status |
You can define as many different reports as you need and save them for other users to access and run.
User-defined reports are defined the same way for the project, shell, program, and company level. Only the query fields will vary from report to report.
You can run reports on cash flow curve values in either transaction or project currencies. The UDR will show the values in the chosen currency and it will display the exchange rate used for the conversion between the transaction and project currency.
You can also run Snapshot reports in both currencies. All changes done in the UDR will be supported for Snapshot reports.
You can create and run user-defined reports of the following types:
Tabular: This is the basic report format, arranging information vertically in columns. Tabular reports are a way to present related information for multiple records on the same page.
Cross tab: Cross tab reports allow the display of data on two axes and enable users to run time-series reports defined by two data sources, for example, payments made per quarter per vendor.
Summary: Summary reports can be run to display summary data. Project-level summary reports can also be used to customize the project summary page and include the information that is most useful for you.
Alert:Project- or shell-level alert reports are used to set up and customize system alerts based on project- or shell-level triggers that you specify. For example, you have an alert let you know when your remaining budget is getting low. Alerts are set up and customized by users for their own use using alert reports.
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