Create a UDR from a report template
The following procedure explains how to create a UDR by copying an existing report template.
To create a user-defined report from a template
- Navigate to the project, shell, program, or company User-Defined Reports log.
- Click the Copy button and choose Template. The Copy From Report Template window opens.
- Select a template from the list and click the Copy button. The Edit Report window opens.
- Review the parameters on each of the tabs and edit as necessary. See Creating a UDR Template for details on the tabs.
- Click Apply to save changes, or OK to save changes and close the Edit Report window. The report is listed in the log.
To create a user-defined report from an existing report
- Navigate to the project, shell, program, or company User-Defined Reports log.
- Select a report from the log.
- Click the Copy button and choose Report. The Edit Report window opens. The default name is "Copy of Template Name."
- Follow the steps in the procedure Creating a UDR Template.
To create a user-defined report manually
- Navigate to the project, shell, program, or company User-Defined Reports log and click New.
- Follow the instructions in the procedure Creating a UDR Template.
See Also
Creating User-Defined Project, Shell, Program, and Company Reports
Company Workspace Admin Mode UDR
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