User-Defined Reports Log

The following table details the User-Defined Reports log window:

Note: You will need specific permissions to use the following functions.

User-Defined Reports log window toolbar options

Create

Enables you to select a source for your newly defined reports by providing the following options:

Note: You need to have permission to create UDRs.

  • System Data Sources
  • Permission Based Data Sources
  • Copy From Templates

Actions

Enables you to perform the following functions on the selected report:

  • Transfer Ownership
  • Delete

View

Similar to the View function of a BP, it enables you to set the view of the User-Defined Reports log window by using the following options:

  • All Reports
  • Owned by Me
  • Create new view
  • Manage Views

Refresh

Enables you to refresh the information displayed on the log.

Print

Enables you to print the contents of the log.

Find on page

Enables you to find specific information on the log.

User-Defined Reports log window columns

Name

The name of the report.

Description

The description of the report, if available.

Data Type

The report data type.

Access Type

The report access type.

Report Type

The report format type. You can create and run user-defined reports of the following types:

Tabular: This is the basic report format, arranging information vertically in columns. Tabular reports are a way to present related information for multiple records on the same page.

Cross tab: Cross tab reports allow the display of data on two axes and enable users to run time-series reports defined by two data sources, for example, payments made per quarter per vendor.

Summary: Summary reports can be run to display summary data. Project-level summary reports can also be used to customize the project summary page and include the information that is most useful for you.

Alert: Project- or shell-level alert reports are used to set up and customize system alerts based on project- or shell-level triggers that you specify. For example, you have an alert let you know when your remaining budget is getting low. Alerts are set up and customized by users for their own use using alert reports.

Enable for Integration

The condition of the report related to integration.

Owner

The owner of the report.

Last Run Date

The date the report was run the last time.

Creation Date

The creation date for the report.

Last Modified By

The person who modified the report the last time.

Last Modified Date

The date the report was modified the last time.

Schedule

The schedule that is set for the report to run.

User-Defined Reports log window right-hand pane

Saved Results tab

This tab provides the following information about the selected report, if available:

  • Run Date
  • Schedule/Ad-hoc
  • Run Buy
  • Output For

See Also

Unifier Reports

About User-Defined Reports (UDRs)

Accessing User-Defined Reports (UDRs)

User-Defined Report Types

User-Defined Report Data Types

Running a User-Defined Report (Standard View)

Query Parameters (Query tab)

User-Defined Report Formats

Save and Retrieve Scheduled Report Results

Print Report Results

Transferring Reports Between Environments

Working with Custom Reports (Standard View)

Permission-Based User-Defined Reports (UDRs)

Transfer Ownership for UDRs

Working with Audit Reports (Standard View)



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Last Published Monday, April 11, 2022