Company Workspace Admin Mode UDR

The following describes the User-Defined Reports log elements for the Company Workspace tab (Admin mode).

  1. Go to the Company Workspace tab, and switch to Admin mode.
  2. In the left Navigator, select Templates, and then select Reports. The User-Defined Reports - Current View: All log opens.

User-Defined Reports log menu options:

Menu Options
File

Enables you to perform the following actions:

  • New
  • Copy

- Template

  • Open
Edit Enables you to edit or Delete a report.
View

Enables you to perform the following actions:

  • All
  • Find
  • Saved Results
  • Audit Log
Help

Enables you to access:

  • Unifier Help
  • Admin Help
  • uDesigner Help
  • Unifier Library
  • User Productivity Kit

User-Defined Reports log toolbar options:

Toolbar Option Description
New

Enables you open the Create a new report (Create User-defined Report) window and set up the following fields:

  • Data Type
  • Element
  • Report Type
  • Access Type
Copy Enables you to copy a Template.
Open Enables you to open a record.
Edit Enables you to edit a report.
Delete Enables you to delete a report.
Find Enables you to find a report on the log.

User-Defined Reports log columns:

The columns provide the following details about each UDR.

  • Enabled for Integration
  • Name
  • Description
  • Data Type
  • Access Type
  • Report Type
  • Owner
  • Creation Date
  • Last Modified By
  • Last Modified Date
  • Scheduled