User-Defined Report Data Types

After choosing the report type (Tabular, Cross tab, Summary or Alert), you choose a data type. This determines the type of data that will be displayed on the report.

Data Type

Project UDR

Shell UDR

Program UDR

Company UDR

UDR Template

Use for Maintenance Management Only

Accounts Sheet

 

 

 

x

 

 

Active Task Information

x

x

 

x

x

 

Asset Summary Sheet

 

 

 

x

 

 

Audit

 

 

 

x

 

x

Commitment Summary

x

x

 

 

x

 

Company Cash Flow

 

 

 

x

 

 

Company Cost

 

 

 

x

 

 

Company User Information

 

 

 

x

 

 

Cost Sheet - CBS

x

x

x

 

x

 

Cost Transactions -CBS

x

x

x

 

x

 

Cost Transactions MC - CBS

x

x

 

 

 

 

Data Views

x

x

x

x

x

 

Document Manager

x

x

x

x

x

 

Document Manager—Company

 

 

 

x

 

 

Equipment

 

 

 

x

 

x

Funding

x

 

x

x

x

 

Gates

x

x

x

 

x

 

Inventory

 

 

 

x

 

x

Inventory On-hand Detail

 

 

 

x

 

x

Item Master

 

 

 

x

 

x

Job Plan

 

 

 

x

 

x

Master PM Book

 

 

 

x

 

x

Master PM Meter Schedule

 

 

 

x

 

x

Master PM Time Schedule

 

 

 

x

 

x

Material Transaction

 

 

 

x

 

x

Partner User Information

 

 

 

x

 

 

PM Book

 

 

 

x

 

x

PM Meter Schedule

 

 

 

x

 

x

PM Time Schedule

 

 

 

x

 

x

Program Cash flow

 

 

x

 

 

 

Program Cost

 

 

x

 

 

 

Program Schedule

 

 

x

 

 

 

Resource Booking

x

 

 

 

x

 

Resource Manager—All Actuals

 

 

 

x

 

 

Resource Manager—Allocated Roles

x

 

x

 

x

 

Resource Manager—Booked Resources

x

 

x

 

x

 

Resource Manager—Project Actuals

x

 

x

 

x

 

Resource Manager - Resources (Company)

 

 

 

 

x

 

Resource Manager—Roles

 

 

 

x

 

 

Resource Manager—Sheets

x

 

x

 

x

 

Service Center

 

 

 

x

 

x

Service Request

 

 

 

x

 

x

Schedule of Values

x

x

x

x

x

 

Shell or Project Cash Flow

x

x

x

x

x

 

Shell or Project Cost

x

x

x

 

x

 

Shell or Project Groups

x

x

x

 

x

 

Shell or Project Information

x

x

 

 

x

 

Shell or Project Users

x

x

 

 

x

 

Workflow Information

x

x

x

x

x

 

Work Order

 

 

 

x

 

x

Work Order Items

 

 

 

x

 

x

Work Order Role

 

 

 

x

 

x

(Asset class name)

 

 

 

x

 

 

(Business process name)

x

x

 

x

 

 

(Planning type name)

 

 

 

x

 

 

See Also

Unifier Reports

About User-Defined Reports (UDRs)

Accessing User-Defined Reports (UDRs)

User-Defined Reports Log

User-Defined Report 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