See the Reports section for additional Information.
To run a user-defined report:
- Open the project or company workspace.
- Navigate to the Reports log, and click User-Defined. The User-Defined Reports log opens.
- Select a report in the log and click the Open button. The User-Defined Report window opens.
- Complete the tabs as follows:
- Query tab: The query has already been set up. However, at the bottom of this tab, choose the format in which you want to run the report. The report format options are:
- HTML: Displays the report in the standard format in a browser window.
- CSV: Formats the report in an exportable CSV format, usually in Microsoft Excel or another application you have set up for this format. You will be prompted to save the file or open it.
- Excel: The report opens in Microsoft Excel format in the browser window.
- PDF: Opens Adobe Acrobat Reader and displays the report in PDF format.
- XML: Generates the output in XML format. Before the results are generated, a confirmation window will open, giving you the option to save the XML file to your local machine (click Save), or display the results in a pop-up browser window (click Open).
On the Query tab, you can also choose to save report results somewhere in Unifier. Under the Save Report Location, you can choose to save a PDF or XML report in Unifier. You can also save any report in the Document Manager. To do so, click the Select button beside the Location field. A Select Target Location window opens, where you can specify the folder in the Document Manager where the report should b e saved.
- Shells tab: Ignore this tab. The report will include all the projects in the All Projects shell, except inactive projects.
- Notes tab: You can enter report notes that will be included only on the current report results to be generated, and will not be saved or generated in any subsequent report results.
- Query tab: The query has already been set up. However, at the bottom of this tab, choose the format in which you want to run the report. The report format options are:
- Click Run to generate the report.
PDF files will open in Acrobat Reader, from which you can save the file to your local drive by clicking File > Save. All other file formats will open in a pop-up browser window, where you can click File > Save to save the file to your local drive.