Creating and Setting up a UDR Template
Report templates lets you create templates that a user can then copy from to create User-Defined Reports (UDRs). Report templates are based on specific data types and pre-defined data elements that differ depending on the data type. In addition to creating system-based report templates, you can also create permission-based report templates.
Report templates define queries used to search the database for transaction or Project/Shell data and report layout.
You can create UDR templates for the following UDR report types:
- Tabular
- Cross Tab
- Summary
- Alert
In This Section
Data Elements Tab (Tabular Report)
Data Elements Tab (Cross Tab Report)
Data Elements Tab (Summary Report)
Data Elements Tab (Alert Report)
Layout Tab (Page Setup Setting)
Layout Tab (Title Page, Header, Footer, Summary Page Settings)
Layout Tab (Cross Tab Setting)
Projects Tab (Program-Level Reports, All Types)
Shells Tab (Shell-level Reports, All Types)
Add and Manage Data Elements (Columns) to the Report
Manage Report Column (Data Element) Properties
Grant Report Edit or Run Permissions to Other Users
Define Report Queries (Query Condition)
Set up Title Page, Header, Footer, and Summary Page
Enable a Report for Web Services Integration
Last Published Monday, August 28, 2023