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: New Copy Report Template Open Update Projects Projects All Projects History Import
Edit	Enables you to edit or Delete a report.
View	Enables you to perform the following actions: All Find Saved Results Audit Log
Help	Enables you to access: Unifier Help Unifier Library User Productivity Kit About Unifier

File

Enables you to perform the following actions:

New
Copy
- Report
- Template
Open
Update Projects
- Projects
- All Projects
- History
Import

Edit

Enables you to edit or Delete a report.

View

Enables you to perform the following actions:

All
Find
Saved Results
Audit Log

Help

Enables you to access:

Unifier Help
Unifier Library
User Productivity Kit
About Unifier

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: Data Type Element Report Type Access Type
Copy	Enables you to copy a: Report Template
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: Projects All Projects History
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

Accessing User-Defined Reports (UDRs)

See Also