Creating and Setting Up a UDR Template

Report templates lets you create templates that a user can then copy from to create User-Defined Reports (UDRs). Report templates are based on specific data types and pre-defined data elements that differ depending on the data type. In addition to creating system-based report templates, you can also create permission-based report templates.

Report templates define queries used to search the database for transaction or Project/Shell data and report layout.

You can create UDR templates for the following UDR report types:

  • Tabular
  • Cross Tab
  • Summary
  • Alert