Editing or Deleting User-Defined Reports
You can edit most report parameters and assign report permissions to each report in User mode. You can also view the list of projects/shells that will be included in program-level reports, and select the projects/shells to include in company-level reports.
This is applicable if you are the report owner, if you have edit permission, or if you are an administrator with full access permissions.
To edit a user-defined report:
- Navigate to the UDR log and select the report to edit.
- Click the Edit button. The Edit Report window opens. Review or edit the parameters on the tabs. For more information about each of the tabs, see Creating a UDR Template.
- Click Apply to save changes, or OK to save changes and close the Edit Report window.
To delete a user-defined report:
Select a report from the log and click Delete.
See Also
Creating User-Defined Project, Shell, Program, and Company Reports
Company Workspace Admin Mode UDR
Create a UDR from a report template
Accessing User-Defined Reports (UDRs)
Importing User-Defined Reports into Project or Shell Templates
Last Published Wednesday, June 26, 2024