Company Workspace Admin Mode UDR

The following describes the User-Defined Reports log elements for the Company Workspace tab (Admin mode).

Go to the Company Workspace tab and switch to Admin mode.
In the left Navigator, select Templates, and then select Reports. The User-Defined Reports - Current View: All log opens.

User-Defined Reports log menu options:

Menu	Options
File	Enables you to perform the following actions: New Copy - Template Open
Edit	Enables you to edit or Delete a report.
View	Enables you to perform the following actions: All Find Saved Results Audit Log
Help	Enables you to access: Unifier Help Admin Help uDesigner Help Unifier Library User Productivity Kit

User-Defined Reports log toolbar options:

Toolbar Option	Description
New	Enables you open the Create a new report (Create User-defined Report) window and set up the following fields: Data Type Element Report Type Access Type
Copy	Enables you to copy a Template.
Open	Enables you to open a record.
Edit	Enables you to edit a report.
Delete	Enables you to delete a report.
Find	Enables you to find a report on the log.

User-Defined Reports log columns:

The columns provide the following details about each UDR.