Editing or Deleting User-Defined Reports

You can edit most report parameters and assign report permissions to each report in User Mode. You can also view the list of projects or shells that will be included in program-level reports, and select the projects or shells to include in company-level reports.

This is applicable if you are the report owner, if you have edit permission, or if you are an administrator with full access permissions.

To edit a user-defined report

  1. Navigate to the UDR log and select the report to edit.
  2. Click the Edit button. The Edit Report window opens. Review or edit the parameters on the tabs. For more information about each of the tabs, see Creating a UDR Template.
  3. Click Apply to save changes, or OK to save changes and close the Edit Report window.

To delete a user-defined report

Select it from the log and click Delete.

See Also

Creating User-Defined Project, Shell, Program, and Company Reports

Accessing User-Defined Reports (UDRs)

Create a UDR from a report template

Importing User-Defined Reports into Project or Shell Templates



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Last Published Friday, April 9, 2021