Company Workspace Admin Mode UDR

The following describes the User-Defined Reports log elements, for the Company Workspace tab (Admin mode).

Go to Company Workspace (Admin mode) > Templates > Reports. The User-Defined Reports - Current View: All log opens.

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

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.

See Also

Creating User-Defined Project, Shell, Program, and Company Reports

Create a UDR from a report template

Editing or Deleting User-Defined Reports

Importing User-Defined Reports into Project or Shell Templates


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Last Published Tuesday, April 1, 2025