Reports (User-Defined Reports)

To update the destination shell templates with Reports setup:

Go to the Company Workspace (Admin mode) > Templates > Shells > Projects.
From the Projects Templates log or window, select and open a project.
From the navigation pane, click Reports to expand it, click User-Defined to open the User-Defined Reports log or window.
In the User-Defined Reports log or window, select the needed reports and from the toolbar click Update Shell Templates to open the Update Shell Templates menu items. Your options are as follows:
- Shells Templates
- All Other Shell Templates
- History

The following explores each option in detail.

Shells Templates

If you select this option, the Select Shell Templates window opens that displays a list of projects that you can select. The projects are listed in the Projects log, and the details of each project are displayed in columns:

Project Number
Project Name
Status
Location
Project Type
Project Start Date
Project End Date
Administrator

Select from the projects that you want to update and from the toolbar click Update. When the Confirmation window opens, review the message that is displayed in the Confirmation window.

Update Shell Template with User Defined Reports

- Report will be added if does not exists

- Report will be replaced if does exists

- Users and Groups will be added if they do not exist

This will update shell templates and cannot be reverted. Do you want to continue?

Click Yes, if you want to update the selected shell templates, or click No, to cancel your update.

If you click Yes, the push job gets initiated and the History log will show the job details.

The User-Defined Reports setup will be added or replaced in the destination shell templates.

The History log will show the job details.

All Other Shell Templates

If you select this option, a Confirmation window opens with the following message:

Update Shell Template with User Defined Reports

- Report will be added if does not exists

- Report will be replaced if does exists

- Users and Groups will be added if they do not exist

This will update shell templates and cannot be reverted. Do you want to continue?

Click Yes, if you want to update all of the shell templates, or click No, to cancel your update.

History

If you click the History menu item, the Shell Template History window opens. This window shows the details of the submitted update requests. This window has the following columns:

Requestor
Shell Templates
Submit Date
Start Date
End Date
Status

The History log provides details of each job by showing the actions performed as a part of the User-Defined Reports setup push to the destination shell templates.

In the case where in certain shell templates the job is not successful, the history details lists the shell templates where the update has failed and displays the reason for the failure.

You can click to select an item in the list and click Open, from the toolbar, to see the details about that item.

You have the option to click the Cancel Request option, from the toolbar, if the request is not in progress or has not been completed.

See Also