Accessing UDR Templates

To access Shell UDR templates:

  1. Go to the Company Workspace tab and switch to Admin mode.
  2. In the left Navigator, select Templates, select Shells, select the [shell type], and then open the [shell template].
  3. In the left Navigator, select a shell to open the log, select a shell from the log, and click Open.
  4. In the left Navigator, select Reports, and then select User-Defined.

The User-Defined Reports log for the (Shell UDR templates) contains all the UDR templates that have been defined for a specific Company.

The User-Defined Reports log contains the following menu options:

Menu

Description

File

Lets you create a report (New), copy a report template (select Copy, and then select Template), open a selected report (Open), Update Shell Templates, or Update Shells.

Edit

Lets you delete (Delete) a selected report.

View

Lets you choose to view all the reports (All), find a particular report in the log (Find), view a set of saved parameters (Saved Results), and access the audit log (Audit Log).

Help

Lets you access the following:

  • User Help
  • Admin Help
  • uDesigner Help
  • Unifier Library
  • User Productivity Kit

 

 

The User-Defined Reports log contains the following toolbar options:

Option

Description

New

Lets you open the Create a new report window for system or permission-based data sources, and create a report by way of entering the following data:

  • Data Type
  • Element
  • Report Type (Tabular - Cross Tab - Summary - Alert)
  • Access Type

Copy

Lets you copy a report or report template (select Copy, and then select Template).

Open

Opens a report.

Edit

Opens the Edit Report window, which contains the following tabs that let you change, enter, or select various data about a report:

  • General tab
  • Data Elements tab
  • Query tab
  • Layout tab
  • Shells tab
  • Permission tab
  • Schedule tab

Delete

Lets you delete a selected report.

Find

Lets you find a particular report in the log.

Update Shell Templates

Lets you push report template changes to multiple shell templates.

Update Shells

Lets you push report changes to multiple shells.

The User-Defined Reports log contains the following columns:

Column

Description

First column. Indicator that the report has been enabled for integration.

This image appears in the first column when the report has been enabled for integration.

This icon indicates that reports created based on this template will be enabled for web services integration. The integration option is available only for project/shell-level and company-level reports.

Note: The icon is displayed only when the UDR log is in Classic view. The presence of this icon is an indicator that the report has been enabled for integration.

Name

The name of the report template

Description

The description of the report template

Data Type

The type of data on which the report is being run, for example, business processes, Cost Manager elements, project/shell information, workflow information, and so on

Access Type

Permission-Based or System

Report Type

Tabular, cross tab, summary, or alert

Owner

The creator of a report is its owner.

Creation Date

The date the report was created

Last Modified By

The person who last modified the report

Last Modified Date

The last date that the report was modified

Scheduled

The scheduled frequency of a scheduled report

Last Run Date

The last time the report was run


Last Published Wednesday, July 2, 2025