Company Workspace Admin Mode UDR
The following describes the User-Defined Reports log elements, for the Company Workspace tab (Admin mode).
Go to Company Workspace (Admin mode) > Templates > Reports. The User-Defined Reports - Current View: All log opens.
User-Defined Reports log menu options:
File | Enables you to perform the following actions:
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Edit | Enables you to edit or Delete a report. |
View | Enables you to perform the following actions:
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Help | Enables you to access:
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User-Defined Reports log toolbar options:
New | Enables you open the Create a new report (Create User-defined Report) window and set up the following fields:
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Copy | Enables you to copy a Template. |
Open | Enables you to open a record. |
Edit | Enables you to edit a report. |
Delete | Enables you to delete a report. |
Find | Enables you to find a report on the log. |
User-Defined Reports log columns:
The columns provide the following details about each UDR.
- Enabled for Integration
- Name
- Description
- Data Type
- Access Type
- Report Type
- Owner
- Creation Date
- Last Modified By
- Last Modified Date
- Scheduled
See Also
Creating User-Defined Project, Shell, Program, and Company Reports
Create a UDR from a report template
Accessing User-Defined Reports (UDRs)
Editing or Deleting User-Defined Reports
Importing User-Defined Reports into Project or Shell Templates
Last Published Thursday, December 14, 2023