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Updating Shells - Reports Node

You can add and update user-defined reports.

The Update Shell process runs in the background. Depending on the number of records and shells you are updating, it can take a considerable amount of time to complete. The process is complete when the End Date column in the Update History window shows the complete date.

Important information about updating reports in Project/Shell:

• Reports are identified by the combination of Name and Data Type.
• Report names do not have to be unique.
• If the report name and data type does not exist, the new one will be added.
• The original owner of the report is added to the Users or Groups of the report in the receiving Project/Shell (Permission tab).
• The administrator of the receiving Project/Shell becomes the report owner.
• If a report exists with the same name and data type in the receiving Project/Shell, the existing report will be replaced with the new report, and the following information will be according to the new report:
  • Report updates
  • Added or changed Users or groups
  • Added or changed permissions

To add or update user-defined reports using Update Shells:

1. Go to the Company Workspace tab, and switch to Admin mode.
2. In the left Navigator, select Templates, and then select Shells.
3. Open the shell template that you want to update.
4. In the left Navigator, select Reports, and then select User-Defined.
5. Add a UDR to the shell type template, or select UDR to edit. Define properties.
6. Select one or more reports from the User-Defined Reports log.
7. Select Update Shells, and choose one of the following:
   • Shells: Use this option to select one or more shells to update. When the update window opens, it lists all shells in the project. You can use Find to isolate the shells you want to update. The find window contains data elements from the Find form that was designed. When you have isolated the shells to update, select Update, and select either Selected Shell(s) or All Filtered Shells.
   • All Shells: Use this option to update all shells of that shell type.
   • History: Use this option to view the update history from past updates or cancel a request before the update begins.

     An Alert window opens letting you know that you are about to push changes to the selected shells. There is no undo for the update.

8. To proceed with the update, select Yes.

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Last Published Monday, October 13, 2025