To access Project UDR templates:
- Go to the Company Workspace tab and switch to Admin mode.
- Click Templates > Projects (Standards) > All > [project template].
- Select a project from the log.
- From the left-hand Navigator click Reports > User-Defined.
To access Shell UDR templates:
- Go to the Company Workspace tab and switch to Admin mode.
- Click Templates > Shells > [shell type] > [shell template].
- From the left-hand Navigator, click a shell to open the log, select a shell from the log, and click Open.
- From the left-hand Navigator click Reports > User-Defined.
The User-Defined Reports log for the (Shell UDR templates) contains all the UDR templates that have been defined for a specific Company, and the log contains the following information:
- Menu bar
- File
- Edit
- View
- Help
- Toolbar
- New
- Copy
- Open
- Edit
- Delete
- Find
- Save Results
- Update Shells
- Import
- Columns
- Name
- Description
- Data Type
- Report Type
- Owner
- Scheduled
- Last Run Date
The following table explains each of the column-headings:
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. |
Last Run Date | The date that the report was run last. |