User-defined reports (UDRs) are set up and run in User mode.
You can run UDRs at:
- Project-level
- Shell-level
- Program-level
- Company-level
When you are running a report based on a permission-aware Document Manager data source, Unifier allows you to see the report only if you have permission to see the data source, in case of:
- Document Manager - Company
- Document Manager - Project/Shell
To access a project-level user-defined reports
In User mode, open a project or shell. Navigate to Reports > User-Defined. The User-Defined Reports log opens.
To access a shell-level user-defined reports
In User mode, open a project or shell. Navigate to Reports > User-Defined. The User-Defined Reports log opens.
To access a program-level user-defined reports
In User mode, open a program. Navigate to Reports > User-Defined. The User-Defined Reports log opens.
To access a company-level user-defined reports
In User mode, open the company (User mode). Navigate to Reports > User-Defined. The User-Defined Reports log opens.
The following describes the User-Defined Reports log elements, for the Company Workspace tab (Admin mode) > Templates > Project (Standard) > All > click a [project] to open > Reports > User-Defined Reports.
User-Defined Reports log menu options:
File | Enables you to perform the following actions:
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Edit | Enables you to edit or Delete a report. |
View | Enables you to perform the following actions:
|
Help | Enables you to access:
|
User-Defined Reports log toolbar options:
New | Enables you open the Create a new report (Create User-defined Report) window and set up the following fields:
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Copy | Enables you to copy a:
|
Open | Enables you to open a record. |
Edit | Enables you to edit a report. |
Delete | Enables you to delete a report. |
Find | Enables you to find a report on the log. |
Saved Results | Enables you to see the saved results. |
Update Projects | Enables you to access:
|
Import | Enables you to import a report. |
User-Defined Reports log columns:
The columns provide the following details about each UDR.
- Name
- Description
- Data Type
- Access Type
- Report Type
- Owner
- Creation Date
- Last Modified By
- Last Modified Date
- Scheduled
- Last Run Date