You can create User Defined Reports (UDRs) from the data present in your activity sheet.
The Create User-defined Report window enables you to define the following fields for your UDR (template or individual reports):
- Data Type
- Element
- Report Type
- Tabular
- Cross Tab
- Summary
- Alert
- Access Type
Note: The same fields will be available for permission-based data sources.
The elements (Currency/Decimal), in OOTB Activity Sheet along with any user-defined column will be available as DEs for your report.
Note: Only the data elements available in the Activity Sheet will be available in the respective UDR.
Data for Reports can be imported to Unifier form the CSV file. You can import data for Date Field, only (if it is in the same format as in the Unifier client). In case where Unifier client is using mm/dd/yyy, you have to create custom settings in the CSV file.
In Excel, add the new custom formats as follows:
- Select the cell.
- Right Click and go to format cells.
- Click Number Tab and Select Custom category and you can give "mm/dd/yyyy" format.