(Click the File menu and select Save or Print.) You can save a copy of the report and/or print it from the PDF window. PDF Opens Adobe Acrobat Reader and displays the report in PDF format. (Click the File menu and select Save As or Print.) You can save an Excel formatted copy of the report or print from the window. You will be prompted to save the file or open it.Įxcel Displays the report in Microsoft Excel format in the browser window. (Click the File menu and select Print or Print Preview.)ĬSV Formats the report in an exportable CSV format, usually in Microsoft Excel or another application you have set up for this format. You may print a copy of the report from the browser window. HTML Displays the report in the standard format in a browser window. It can reflect your user time zone, as defined in your user preferences, or it can be fixed to a particular time zone, such as the project location or company headquarters.Ĭhoose the format in which the report should appear: HTML, PDF, CSV, Excel, or XML. The default time zone for a report is set up when the report is designed. If the report has been set up to enter query parameters, you may enter query information, which will give report results based on records that match the parameters you entered, or you can run a report on all records by leaving the field blank.įor information purposes, the Query tab displays the time zone that is used for date fields in the report. In the example below, the work order creation date was used for the query parameters. Or click Save to save the file to your local drive. XML files will open in a pop-up browser window. PDF files will open in Acrobat Reader, from which you can save the file to your local drive by clicking File > Save. When the report is generated, you will be prompted to open or save the file. On this tab, you can choose to exclude inactive shells in the report run.Ĭlick Run to generate the user-defined report. Shells tab: The Shells tab appears for shell-level reports only. To enter notes, the data element runtime notes must be present in the report layout (Edit Report window, Layout tab). Notes tab: You can enter report notes that will be included only on the current report results to be generated, and will not be saved or generated in any subsequent report results. Use this tab to specify which project or shell the report should be saved in. Projects/Shells tab: The Projects/Shells tab appears for program-level and company-level UDRs and shows all projects and shells with a status of Active, On-Hold, or View-Only. You can also choose to accept the default query parameters, if any. For example, you can set up a report to list all leases that expire within 10 days of today. Query tab: This tab allows the entry of query parameters as defined during creation and set up. The User-Defined Report window opens.Ĭomplete the tabs as described in the following sections: Select a report in the log and click the Open button. Navigate to the Reports log, and click User-Defined. Open the shell, project, program, or company workspace. If the data view was changed to “draft” status, the report will not run, and you will see an alert. Note: User-defined reports created with data view data types require the data view to be in “published” status. The following describes how to run project, shell, program and company-level user-defined reports. Review/choose projects or shells to include if applicableĬhoose the report format (HTML, CSV, Excel, PDF, XML) Running a user-defined report consists of the following: You are here: Primavera Unifier User Mode > Reports > Running a user-defined report Running a user-defined report
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