Report templates allow you to create templates that a user can then copy from to create UDRs. Report templates are based on specific data types and predefined data elements that differ depending on the data type. Report templates define queries used to search the database for transaction or project or shell data and report layout.
Templates can be made for each of the report types: tabular, cross tab, summary, and alert.
Data Elements tab (tabular report)
Data Elements tab (cross tab report)
Data Elements tab (summary report)
Data Elements tab (alert report)
Layout tab (Page Setup setting)
Layout tab (Title Page, Header, Footer, Summary Page settings)
Layout tab (Cross Tab setting)
Projects tab (program-level reports, all types)
Projects/Shells tab (program-level and company-level reports, all types)
Shells tab (shell-level reports, all types)
Add and manage data elements (columns) to the report
Manage report column (data element) properties
Grant report edit or run permissions to other users
Define report queries (query condition)
Set up title page, header, footer and summary page
Generate reports with incremental data between scheduled runs
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