Creating a User-Defined Report

To create a new user defined report:

  1. In the left Navigator, select Reports, and then select User-Defined.
  2. From the toolbar of the User-Defined Reports log, select Create, and select one of the following:
    • From System Data Sources
    • From Permission Based Data Sources
    • From Templates
  3. Fill out all tabs in the New User Defined Report window, and select Save Report or Save Report & Run.

If you create a UDR using Active Task Information as the Data Type, the Task Action Date displays the date and time from the Workflow Progress tab of the BP record.

For more information, see the following topics on how to complete each tab.

In This Section

General Tab

Columns Tab

Query Tab

Group By and Sort By Tabs (Tabular Report Only)

Layout Tab

Workspaces Tab


Last Published Monday, October 13, 2025