Accessing User-Defined Reports (UDRs)

User-defined reports (UDRs) are set up and run in User mode.

You can run UDRs at the:

Project level
Shell level
Program level
Company level

To access project-level, shell-level, program-level, or company-level user-defined reports:

In User mode, Navigate to Reports > User-Defined. The User-Defined Reports log opens.

When you are running a report based on a permission-aware Document Manager data source, the system lets you see the report only if you have permission to see the data source, in case of:

Document Manager - Company
Document Manager - Project/Shell

See Also