Activity Sheet User Defined Report (UDR)

You can create User-Defined Reports (UDRs) from the data present in your activity sheet.

The Create User-defined Report window lets you define the following fields for your UDR (template or individual reports):

Data Type
Element
Report Type
- Tabular
- Cross Tab
- Summary
- Alert
Access Type
Note: The same fields will be available for system and permission-based data sources.

The elements (Currency/Decimal) in the OOTB Activity Sheet, along with any user-defined column, will be available as DEs for your report.

Note: Only the data elements available in the Activity Sheet will be available in the respective UDR.

Data for reports can be imported to Unifier from the CSV file. You can import data for Date Field, only (if it is in the same format as in the Unifier client). In cases where the client is using mm/dd/yyy, you have to create custom settings in the CSV file.

In Excel, add the new custom formats as follows:

Right-click the applicable cell and select Format Cells.
On the Number tab, select the Custom category, and specify a mm/dd/yyyy format.

See Also