Accessing UDR Templates
To access Shell UDR templates:
- Go to the Company Workspace tab, and switch to Admin mode.
- Click Templates > Shells > [shell type] > [shell template].
- From the left Navigator, click a shell to open the log, select a shell from the log, and click Open.
- From the left Navigator, click Reports > User-Defined.
The User-Defined Reports log for the (Shell UDR templates) contains all the UDR templates that have been defined for a specific Company.
The User-Defined Reports log contains the following menu options:
Field | Description |
---|---|
File | Lets you create a new report (New), copy a report template (Copy > Template), open a selected report (Open), Update Shell Templates, or Update Shells. |
Edit | Lets you delete (Delete) a selected report. |
View | Lets you choose to view all the reports (All), find a particular report in the log (Find), view a set of saved parameters (Saved Results), and access the audit log (Audit Log). |
Help | Lets you access the following:
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The User-Defined Reports log contains the following toolbar options:
Field | Description |
---|---|
New | Lets you open the Create a new report window for system or permission-based data sources, and create a new report by way of entering the following data:
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Copy | Lets you copy a report or report template (Copy > Template). |
Open | Opens a report. |
Edit | Opens the Edit Report window, which contains the following tabs that let you change, enter, or select various data about a report:
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Delete | Lets you delete a selected report. |
Find | Lets you find a particular report in the log. |
Update Shell Templates | Allows you to push report template changes to multiple shell templates. |
Update Shells | Allows you to push report changes to multiple shells. |
The User-Defined Reports log contains the following columns:
Field | Description |
---|---|
First column. Indicator that the report has been enabled for integration. | This icon indicates that reports created based on this template will be enabled for web services integration. The integration option is available only for project-level, shell-level, and company-level reports. Note: The icon is displayed when the UDR log is in Classic view, only. The presence of this icon is an indicator that the report has been enabled for integration. |
Name | The name of the report template. |
Description | The description of the report template. |
Data Type | The type of data on which the report is being run, for example, business processes, Cost Manager elements, project or shell information, workflow information, etc. |
Access Type | Permission-Based or System |
Report Type | Tabular, cross tab, summary, or alert. |
Owner | The creator of a report is its owner. |
Creation Date | The date the report was created. |
Last Modified By | The person who last modified the report. |
Last Modified Date | The last date that the report was modified. |
Scheduled | The scheduled frequency of a scheduled report. |
Last Run Date | The last time the report was run. |
Last Published Monday, August 28, 2023