User-defined reports (UDRs) are set up and run in User mode.
You can run UDRs at the:
- Project level
- Shell level
- Program level
- Company level
To access project-level, shell-level, program-level, or company-level user-defined reports
In User mode, Navigate to Reports > User-Defined. The User-Defined Reports log opens.
When you are running a report based on a permission-aware Document Manager data source, Unifier allows you to see the report only if you have permission to see the data source, in case of:
- Document Manager - Company
- Document Manager - Project/Shell