Report templates allow you to create templates that a user can then copy from to create User-Defined Reports (UDRs). Report templates are based on specific data types and pre-defined data elements that differ depending on the data type.
Report templates define queries used to search the database for transaction or Project/Shell data and report layout.
You can create UDR templates for the following UDR report types:
Setting up the User-Defined Reports
Access Control Permissions for UDRs
Creating User-Defined Project, Shell, Program, and Company Reports
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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Last Published Friday, April 9, 2021