To access report templates
1 | Go to the Company Workspace tab and switch to Admin mode. |
2 | Click Templates > Reports in the left Navigator. The User-Defined Reports log displays (example below.) |
The User-Defined Reports log shows all the report templates defined for a specific company. The log includes the following:
Column |
Description |
|
This icon indicates that reports created based on this template will be enabled for web services integration. The integration option is available only for project-level, shell-level, and company-level reports. |
Name |
Name of the report template. |
Description |
Description of the template. |
Data Type |
The type of data on which the report is being run, for example, business processes, Cost Manager elements, project or shell information, workflow information, etc. |
Report Type |
Tabular, cross tab, summary, or alert. |
Owner |
The creator of a report is its owner. |
Scheduled |
Displays the scheduled frequency of a scheduled report. |
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