Updating User-Defined Reports in Project/Shell Templates

To update the User-Defined Reports setup in destination project/shell templates:

1. Go to the Company Workspace tab, and switch to Admin mode.
2. In the left Navigator, select Templates, and then select Shells.
3. Open the shell template that you want to update.
4. In the left Navigator, select Reports, and then select User-Defined.
5. In the User-Defined Reports log, select the required reports.
6. In the toolbar, select Update Shell Templates, and then select one of the following:
   • Shells Templates
   • All Other Shell Templates
   • History

The following explores each option in detail.

Shells Templates

If you select this option, the Select Shell Templates window opens and displays a list of projects that you can select. The Projects log includes columns such as Project Number, Project Name, Status, and so on.

Select the projects that you want to update. From the toolbar, select Update. When the Confirmation message appears, select Yes to update the selected shell templates. The push job starts, and the History log shows the job details.

The User-Defined Reports setup is added or replaced in the destination shell templates.

All Other Shell Templates

If you select this option, when the Confirmation message appears, select Yes to update all the shell templates.

History

If you select History, the Shell Template History window opens. This window shows details such as Requestor, Shell Templates, Submit Date, and so on for the submitted update requests.

The History log shows the actions that the system performed during the User-Defined Reports setup push to the destination shell templates. If a job fails for some templates, the history lists the templates where the update failed and the reason for the failure.

You can select an item in the list, and then select Open on the toolbar to view the details.

You can select Cancel Request on the toolbar if the request is not in progress or is not complete.