User-Defined Reports Log

The following table details the User-Defined Reports log window:

Note: You will need specific permissions to use the following functions.

The User-Defined Reports log has the following toolbar options:

Create

Note: You need to have permission to create UDRs.

Enables you to select a source for your newly defined reports by providing the following options:

From System Data Sources
From Permission Based Data Sources
From Templates

The options above will be explained in subsequent sections.

Actions

Enables you to perform the following functions on the selected report:

Transfer Ownership
Enables you to transfer the report ownership. Click the Select checkbox icon to open the User Picker screen and select the user name.
Delete
Permissions
Enables you to open the Permissions window and do any of the following:
- View a list of users, groups, or both users and groups and their permissions.
- Add, modify, or remove permissions.
- Add, modify, or remove users or groups.
When you are in the Permissions window, you can use the Next or Previous arrows icons to move to the next or previous report and view the report permissions settings, users, and groups.

Click Save to save your changes. Click Cancel to return to the log window.

View

Similar to the View function of a BP, it enables you to set the view of the User-Defined Reports log by using the following options:

All Reports
Owned by Me
Create new view
Manage Views

Edit View

Enables you to modify the user-defined view. You can use this option to modify the list of available columns, apply filters, change grouping, or change sorting.

Refresh

Enables you to refresh the information displayed on the log.

Print

Enables you to print the contents of the log.

Find on Page

Enables you to find specific information on the log.

The User-Defined Reports log has the following columns:

Name

The name of the report.

Description

The description of the report, if available.

Data Type

The report data type.

Access Type

The report access type.

Report Type

The report format type. By default, the Tabular option is selected. You can create and run user-defined reports of the following types:

Tabular: This is the basic report format, arranging information vertically in columns. Tabular reports are a way to present related information for multiple records on the same page.
Cross tab: Cross tab reports allow the display of data on two axes and enable users to run time-series reports defined by two data sources, for example, payments made per quarter per vendor.
Summary: Summary reports can be run to display summary data. Project-level summary reports can also be used to customize the project summary page and include the information that is most useful for you.
Alert: Project- or shell-level alert reports are used to set up and customize system alerts based on project- or shell-level triggers that you specify. For example, you have an alert let you know when your remaining budget is getting low. Alerts are set up and customized by users for their own use using alert reports.

Enable for Integration

Enables you the condition of the report, related to integration.

Owner

The owner of the report.

Last Run Date

The date the report was run the last time.

Creation Date

The creation date for the report.

Last Modified By

The person who modified the report the last time.

Last Modified Date

The date the report was modified the last time.

Schedule

The schedule that is set for the report to run.

The User-Defined Reports log reports have the following options for the gear menu (  ):

Run
Copy
Edit
Transfer Ownership
Permissions
Delete

Tabs

When you select a report, the User-Defined Reports log splits and displays the following report properties tabs:

Saved Results tab

This tab provides the following information about the report, if available:

Run Date
Scheduled/Ad-Hoc
Run By
Output Format

Permissions tab

This tab provides permissions related information such as groups, users, and permissions types.

Schedule tab

This tab provides information about:

Scheduled report runs.
Whether the report has been enabled to have scheduled Report runs, or not.
Output formats and scheduling frequencies

This tab also provides additional information about the report schedule, if any.

Use the Expand icon to expand the properties tab pane. Use the Collapse icon to collapse the properties tab pane.

Tabs

See Also