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 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
About User-Defined Reports (UDRs)
User-Defined Report Data Types
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