User-Defined Report Data Types
After choosing the report type (Tabular, Cross tab, Summary or Alert), you choose a data type. This determines the type of data that will be displayed on the report.
Data Type | Project UDR | Shell UDR | Program UDR | Company UDR | UDR Template | Use for Maintenance Management Only |
---|---|---|---|---|---|---|
Accounts Sheet |
|
|
| x |
|
|
Active Task Information | x | x |
| x | x |
|
Asset Summary Sheet |
|
|
| x |
|
|
Audit |
|
|
| x |
| x |
Commitment Summary | x | x |
|
| x |
|
Company Cash Flow |
|
|
| x |
|
|
Company Cost |
|
|
| x |
|
|
Company User Information |
|
|
| x |
|
|
Cost Sheet - CBS | x | x | x |
| x |
|
Cost Transactions -CBS | x | x | x |
| x |
|
Cost Transactions MC - CBS | x | x |
|
|
|
|
Data Views | x | x | x | x | x |
|
Document Manager | x | x | x | x | x |
|
Document Manager—Company |
|
|
| x |
|
|
Equipment |
|
|
| x |
| x |
Funding | x |
| x | x | x |
|
Gates | x | x | x |
| x |
|
Inventory |
|
|
| x |
| x |
Inventory On-hand Detail |
|
|
| x |
| x |
Item Master |
|
|
| x |
| x |
Job Plan |
|
|
| x |
| x |
Master PM Book |
|
|
| x |
| x |
Master PM Meter Schedule |
|
|
| x |
| x |
Master PM Time Schedule |
|
|
| x |
| x |
Material Transaction |
|
|
| x |
| x |
Partner User Information |
|
|
| x |
|
|
PM Book |
|
|
| x |
| x |
PM Meter Schedule |
|
|
| x |
| x |
PM Time Schedule |
|
|
| x |
| x |
Program Cash flow |
|
| x |
|
|
|
Program Cost |
|
| x |
|
|
|
Program Schedule |
|
| x |
|
|
|
Resource Booking | x |
|
|
| x |
|
Resource Manager—All Actuals |
|
|
| x |
|
|
Resource Manager—Allocated Roles | x |
| x |
| x |
|
Resource Manager—Booked Resources | x |
| x |
| x |
|
Resource Manager—Project Actuals | x |
| x |
| x |
|
Resource Manager - Resources (Company) |
|
|
|
| x |
|
Resource Manager—Roles |
|
|
| x |
|
|
Resource Manager—Sheets | x |
| x |
| x |
|
Service Center |
|
|
| x |
| x |
Service Request |
|
|
| x |
| x |
Schedule of Values | x | x | x | x | x |
|
Shell or Project Cash Flow | x | x | x | x | x |
|
Shell or Project Cost | x | x | x |
| x |
|
Shell or Project Groups | x | x | x |
| x |
|
Shell or Project Information | x | x |
|
| x |
|
Shell or Project Users | x | x |
|
| x |
|
Workflow Information | x | x | x | x | x |
|
Work Order |
|
|
| x |
| x |
Work Order Items |
|
|
| x |
| x |
Work Order Role |
|
|
| x |
| x |
(Asset class name) |
|
|
| x |
|
|
(Business process name) | x | x |
| x |
|
|
(Planning type name) |
|
|
| x |
|
|
See Also
About User-Defined Reports (UDRs)
Accessing User-Defined Reports (UDRs)
Creating a User-Defined Report
Save and Retrieve Scheduled Report Results
Transferring Reports Between Environments
Permission-Based User-Defined Reports (UDRs)
Last Published Friday, June 21, 2024