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 select 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