Create a UDR from a report template

The following procedure explains how to create a UDR by copying an existing report template.

To create a user-defined report from a template:

1. Navigate to the project/shell or company User-Defined Reports log.
2. Select Copy, and choose Template. The Copy From Report Template window opens.
3. Select a template from the list, and select Copy. The Edit Report window opens.
4. Review the parameters on each of the tabs and edit as necessary. See Creating a UDR Template for details on the tabs.
5. Select Apply to save changes or OK to save changes and close the Edit Report window. The report is listed in the log.

To create a user-defined report from an existing report:

1. Navigate to the project/shell or company User-Defined Reports log.
2. Select a report from the log.
3. Select Copy, and choose Report. The Edit Report window opens. The default name is "Copy of Template Name."
4. Follow the steps in Creating a UDR Template.

To create a user-defined report manually:

1. Navigate to the project/shell or company User-Defined Reports log, and select New.
2. Follow the instructions in Creating a UDR Template.