Transfer Ownership for UDRs
The administrator can define who has access to the UDR.
At the Company Level as well as Project level, you can use the Transfer Ownership option (at the log level) to change the owner of the UDR. This option will be available to change owner for multiple reports at a given time.
- Go to Company Workspace.
- Click Reports to expand.
- Click User-Defined to open the User-Defined Reports log.
- Select the reports the you want the owners changed.
- Click Actions > Transfer Ownership to open the User/Group Picker window.
- Select the new owner for the reports.
You can only select one user in the User/Group Picker window.
The list of users that you see contains the users who have access to the Project/Shell.
The user must have Full access permissions.
When editing, you can change the owner of a report by way of the Report Owner field in General tab.
Once the owner for the report is changed, the Permission tab in the UDR displays the new changed owner with all permissions for that report. For example, if the ownership for report R1 was changed from A-user to B-user, then the Permission tab displays B-user, only (with full owner permission), and the A-user will not be seen in the Permission tab.
See Also
About User-Defined Reports (UDRs)
Accessing User-Defined Reports (UDRs)
User-Defined Report Data Types
Creating a User-Defined Report
Running a User-Defined Report (Standard View)
Save and Retrieve Scheduled Report Results
Transferring Reports Between Environments
Working with Custom Reports (Standard View)
Permission-Based User-Defined Reports (UDRs)
Working with Audit Reports (Standard View)
Working with Audit Reports (Standard View)
If your company has custom report in a Program, Project, or Shell, it will be available under the System grouping node (User mode > Reports > System > Audit).
Note: You must have permission to access custom reports in User mode.
To run a custom report in a Program, Project, or Shell:
- Open the Program, Project, or Shell.
- Switch to User mode.
- In the Navigator, click Reports > System > Audit.
- The Audit Report Page will open in the right-hand pane.
- Define query parameters if applicable.
- In the lower-right corner of the Report Page, click Run Report to generate the report in PDF format.
Audit Report Page
When you select the Audit functional node, under the System grouping node in the left-hand navigator, the Audit Report Page will open in the right-hand pane.
The following explains the main elements of the Audit Report Page:
- Audit Summary Report Query
This section contains all the query parameters that are designed for the Audit Report. You may enter query information, which will give report results based on records that match the parameters you entered, or you can run a report on all records by leaving the fields blank. The following query parameters will be visible:
- Description contains
- Event Name containsr
- From (Company)
- From (User)
- From
- To
- Sort by
- Order
- Run Report
When you click Run Report, the system generates the report in PDF format.
- Reset
When you modify the query parameters, a Reset button will appear in the lower-right corner of the Report Page. Clicking Reset will clear out all the entries made by the user and will reset the fields back to the template default.
Last Published Wednesday, December 20, 2023