About User-Defined Reports (UDRs)

A user-defined report (UDR) is a customizable report that can be run at the project/shell, program, and company level (user mode). UDRs are defined the same way for the project/shell, program, and company level, only the query fields will vary for each report.

You can:

Define as many reports as you need and save them for other users to access and run
Run reports on cash flow curve values in either transaction or project currencies. The UDR will show the values in the chosen currency, and it will display the exchange rate used for the conversion between the transaction and project currency.
Run snapshot reports in both currencies. All changes done in the UDR will be supported for Snapshot reports.

The following information can be included in a UDR:

Business process data elements (fields found on a business process form)
Business process workflow information
System data elements (including company, project/shell, and user information)
Column headings from cost, funding, and schedule sheets
Cost sheet and work package data elements
Shell P6 Summary
The data source for creating a report using the Shell P6 Summary data type are: P6 Summary and Spread.

You can open the tables within the P6 Summary Sheets in Unifier for data views.
Data views in published status

See Also