Data Types for User Defined Reports (UDRs)
The following table lists the standard data types that are available for user-defined reports (UDRs), and which level you can use them on.
Use this data type: | Shell | Company | UDR Template |
|---|---|---|---|
Active Task Information | x | x | x |
Commitment Summary | x |
| x |
Company Cash Flow |
| x |
|
Company Cost |
| x |
|
Company User Information |
| x |
|
Cost Sheet - CBS | x |
| x |
Cost Transactions -CBS | x |
| x |
Cost Transactions MC - CBS | x |
|
|
Data View | x | x | x |
Document Manager | x | x | x |
Document Manager—Company |
| x |
|
Funding |
| x | x |
Gates | x |
| x |
Partner User Information |
| x |
|
Schedule of Values | x | x | x |
Shell or Project Cash Flow | x |
| x |
Shell or Project Cash Flow Summary Snapshot | x |
| x |
Shell or Project Cost | x |
| x |
Shell or Project Groups | x |
| x |
Shell or Project Information | x |
| x |
Shell or Project Users | x |
| x |
Workflow Information | x | x | x |
(Business process name) | x | x |
|
Note: This table does not include business processes, shell types, and so on, that were designed specifically for your company. What you can extract from them for reports depends on their designs.
In This Section
CashFlow: Summary Snapshot (Project/Shell)
Document Manager (Project/Shell)
Document Manager (Company-level)
Last Published Tuesday, April 15, 2025