Accessing User-Defined Reports (UDRs)

User-defined reports (UDRs) are set up and run in User mode. You can run UDRs at the:

• Project level
• Shell level
• Company level

When you run a report based on a permission-aware Document Manager data source, the system lets you see the report only if you have permission to see the data source, in case of:

• Document Manager - Company
• Document Manager - Project/Shell

For Collaborator Users, access to creating and viewing UDRs is also determined by permissions. If the Create Permission Based setting is enabled for your account, you can create and view UDRs and transfer ownership. If only the View setting is enabled, you can view existing UDRs and transfer ownership.

In User mode, UDRs reside in the User-Defined Reports Log. For more information, see User-Defined Reports Log.

To access UDRs from this log:

1. Go to the applicable tab, and switch to User mode.
2. In the left Navigator, select Reports, and then select User-Defined.