Access report templates

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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