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 each level; only the query fields 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

You can save or export reports in a variety of formats, including CSV, Microsoft Excel, Adobe Acrobat PDF, and XML. File names for reports are governed by the following:

Files generated from the Company Workspace are named using [report title].[file extension]. The report title is defined by a user on the General tab during the creation process.
Files generated from a project/shell are named using [project number]_[report title].[file extension]. The project number indicates where the data originates.
File names must be 255 characters or fewer; file names that exceed 255 characters are automatically truncated.
Special characters that are not allowed by the operating system or email application are automatically replaced with underscores.
The applicable extension is assigned based on the selected format, such as .csv, .xlsx, .pdf, or .xml.
The language of the published report is based on the user who is signed in the system and is generating the report.

See Also