Running a User-Defined Report

See the Reports section for additional Information.

To run a user-defined report:

  1. Open the project or company workspace.
  2. Navigate to the Reports log, and click User-Defined. The User-Defined Reports log opens.
  3. Select a report in the log, click the Gear menu, and click Run. The User-Defined Report window opens.
  4. Complete the following blocks:
    • Query and Format: The query has already been set up. However, you must choose the format in which you want to run the report. The report format options are:
      • HTML: Displays the report in the standard format in a browser window. You may print a copy of the report from the browser window. (Right click and select your browser's Print option)
      • CSV: Formats the report in an exportable CSV format, usually in Microsoft Excel or another software application you have set up for this format. You will be prompted to save the file or open it.
      • Excel: Downloads the report in Microsoft Excel format. Depending on your browser, it will be downloaded automatically, or you may be prompted to download or save it manually.
      • PDF: Displays the report as a PDF in a browser window. Depending on your browser, it will be downloaded automatically, or you may be prompted to download or save it manually.
      • XML: Generates the output in XML format. Depending on your browser, it will be downloaded automatically, or you may be prompted to download or save it manually.

      Depending on the report, this block enables you to select:

      Report Format

      Record count for UDR

      Time Zone

      Report Query Parameters

    • Report Location

      Enables you to select where to save the report:

      Save results in Unifier: Results will appear in the Saved Results tab.

      Document Manager

    • Workspaces
    • Notes

    The following table contains details about the fields mentioned above.

  5. Click Run Report to generate the user-defined report.

Depending on your browser and your report format, the file will be downloaded automatically, or you will be prompted to download the file manually.


Last Published Monday, August 28, 2023