User-defined reports (UDR) are customizable reports that can be run at the project, shell, program, and company level. The information available through a report can include:
• | Any business process data element (that is, fields found on the business process form) |
• | System data elements, including company, project, shell, and user information |
• | Column headings from cost, funding, schedule sheets |
You can define as many different reports as you need and save them for other users to access and run. Reports are identified by the combination of Report Name and Data Type.
User-defined reports are defined the same way for project-level, shell-level, program-level, and company-level reports, with a few exceptions. Only the query fields will vary from report to report.
In addition, you can use summary and alert reports to create a customized summary view and customized alerts.
Note: The images that you can add to business processes and other forms do not print in UDRs.
User-defined reports can be run for projects, shells, programs, or across projects and shells at the company level. The project/shell, program, and company-level user-defined report logs display the following:
Column |
Description |
|
Indicates that the report has been enabled for web services integration (project and shell level and company-level reports only). |
|
Indicates that the report has been enabled for mobile access (company-level reports only). |
Name |
The identifying name of the report. |
Description |
Displays the description of the report if one has been provided. |
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. |
Last Run Date |
Displays the last date that a report was run and saved as a PDF or XML file. |
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