A User-defined report (UDR) is a customizable report that can be run at the project, shell, program, and company level (user mode). The information that can be included in a UDR can include:
- Any business process data element (that is, fields found on the business process form)
- Business process workflow information
- System data elements, including company, project, shell, and user information
- Column headings from cost, funding, schedule sheets
- Cost sheet and work package data elements
- Shell P6 Summary
- Data views in published status
The data source for creating a report using the Shell P6 Summary data type are: P6 Summary and Spread.
You can open the tables within the P6 Summary Sheets in Unifier for data views.
You can define as many different reports as you need and save them for other users to access and run.
User-defined reports are defined the same way for the project, shell, program, and company level. Only the query fields will vary from report to report.
You can run reports on cash flow curve values in either transaction or project currencies. The UDR will show the values in the chosen currency and it will display the exchange rate used for the conversion between the transaction and project currency.
You can also run Snapshot reports in both currencies. All changes done in the UDR will be supported for Snapshot reports.