To access Project UDR templates:
- Go to the Company Workspace tab and switch to Admin mode.
- Click Templates > Projects (Standards) > All > [project template].
- Select a project from the log.
- From the left-hand Navigator click Reports > User-Defined.
To access Shell UDR templates:
- Go to the Company Workspace tab and switch to Admin mode.
- Click Templates > Shells > [shell type] > [shell template].
- From the left-hand Navigator, click a shell to open the log, select a shell from the log, and click Open.
- From the left-hand Navigator click Reports > User-Defined.
The User-Defined Reports log for the (Shell UDR templates) contains all the UDR templates that have been defined for a specific Company, and the log contains the following information:
The User-Defined Reports log contains the following menu options:
Field | Description |
|---|---|
File | Enables you to create a new report (New), copy a report template (Copy > Template), or open a selected report (Open). |
Edit | Enables you to delete (Delete) as selected report. |
View | Enables you to select to view all of the reports (All), find a particular report in the log (Find...), view a set of saved parameters (Saved Results), and access the audit log (Audit Log...). |
Help | Enables you to access the following:
|
The User-Defined Reports log contains the following toolbar options:
Field | Description |
|---|---|
New | Enables you to open the Create a new report window and create a new report by way of entering the following data:
|
Copy | Enables you to copy a report template (Copy > Template). |
Open | Not active. |
Edit | Enables you to open the Edit Report window. The Edit Report window has the following tabs which enable to change, enter, or select various data about a report:
|
Delete | Enables you to delete a selected report. |
Find | Enables you to find a particular report in the log. |
The User-Defined Reports log contains the following columns:
Field | Description |
|---|---|
First column. Indicator that the report has been enabled for integration.
| This icon indicates that reports created based on this template will be enabled for web services integration. The integration option is available only for project-level, shell-level, and company-level reports. Note: The icon is displayed when the UDR log is in Classic view, only. The presence of this icon is an indicator that the report has been enabled for integration. |
Name | The name of the report template. |
Description | The description of the report template. |
Data Type | The type of data on which the report is being run, for example, business processes, Cost Manager elements, project or shell information, workflow information, etc. |
Access Type | Examples: System. |
Report Type | Tabular, cross tab, summary, or alert. |
Owner | The creator of a report is its owner. |
Creation Date | The date the report was created. |
Last Modified By | The person who last modified the report. |
Last Modified Date | The last date that the report was modified. |
Schedule | The scheduled frequency of a scheduled report. |
