Update User-Defined Reports

You can add and update user-defined reports.

The Update Project process runs in the background. Depending on the number of records and projects you are updating, it can take a considerable amount of time to complete. The process is complete when the End Date column in the Update History window shows the complete date.

Important information about updating reports in Project/Shell:

Reports are identified by the combination of Name and Data Type.
Report names do not have to be unique.
If the report name and data type does not exist, the new one will be added.
The original owner of the report is added to the Users or Groups of the report in the receiving Project/Shell (Permission tab).
The administrator of the receiving Project/Shell becomes the report owner.
If a report exists with the same name and data type in the receiving Project/Shell, the existing report will be replaced with the new report, and the following information will be according to the new report:
- Report updates
- Added or changed Users or groups
- Added or changed permissions

To add or update user-defined reports using Update Project

Go to the Company Workspace tab and switch to Admin mode.
Click Templates > Projects (Standard) > All in the left Navigator. Open the project template to update.
In the Project Template, navigate to the Reports > User-Defined Reports log.
Add a UDR to the project template, or select UDR to edit. Define properties.
Select one or more reports from the User-Defined Reports log.
Click Update Projects and choose one of the following:
- Projects: allows you to choose which project(s) to update. You can use Find to search for specific projects to select from the complete list of projects. You can select as many projects as you want to update. The Page and Display fields display on the Project Update window, but are disabled in this case.
- All Projects: updates all active and on-hold projects.
- History: allows you to view the update history from past updates or cancel a request before the update begins.
  An Alert window opens, detailing the information that will be updated. Read the message carefully, as once a project is updated, this action cannot be undone.
Click Yes if you want to proceed with the update, or No to cancel.

Last Published Friday, February 2, 2024