Create a UDR from a report template

The following procedure explains how to create a UDR by copying an existing report template.

To create a user-defined report from a template

Navigate to the project, shell, program, or company User-Defined Reports log.
Click the Copy button and choose Template. The Copy From Report Template window opens.
Select a template from the list and click the Copy button. The Edit Report window opens.
Review the parameters on each of the tabs and edit as necessary. See Creating a UDR Template for details on the tabs.
Click Apply to save changes, or OK to save changes and close the Edit Report window. The report is listed in the log.

Navigate to the project, shell, program, or company User-Defined Reports log.
Select a report from the log.
Click the Copy button and choose Report. The Edit Report window opens. The default name is "Copy of Template Name."
Follow the steps in the procedure Creating a UDR Template.

Navigate to the project, shell, program, or company User-Defined Reports log and click New.
Follow the instructions in the procedure Creating a UDR Template.