User Defined Fields List Report

To access this report, go to Reports > Lists > User Defined Fields List

Use this report to obtain a list of user defined fields that have been created. User defined fields were created by the Administrator.

Note: If you're not familiar with the MIP Report Builder, see Report Builder for an introduction.

You can choose to use the report as-is by selecting Export or View, or make edits to the report by selecting Edit.

If you choose to make edits to the report, the Report Builder page will display. From this page, use the Setup tab to choose the columns you'd like to appear on the report. You can rename the columns under the Column Heading.

The following columns are available to include in the report:

Column	Description
Type	A record type of AR Invoices, AR Invoices Detail, Charge Codes, Customers, Employees, {Segment Codes}, Purchase Orders, Transaction Documents, Transaction Lines, or Vendors.
Field Name	The internal field name that is used in the system, such as grantmanager.
Display Name	The name for the user defined field as it appears on the form in the system, such as Grant Manager.
Required	A designation of (Y) Yes or N (No) depending on whether the field is required.
Field Type	A field type of Currency, Date, Editable Drop-Down List, Non-Editable Drop-Down List, Number, String, or Yes/No.
Length	A field length between 1 and 255 if the field type is String, Non-Editable Drop-down List, or Editable Drop-down List.
Number of Decimal Places	The number of decimal places for a Number field type.
Default Text	The default text for String or Editable Drop-Down List field types.
Default Yes/No	The default value for Yes/No field types.
Default Date	The default value for Date field types.
Default Currency	The default value for Currency field types. This value is formatted in the organization's functional currency. The functional currency was determined by the Administrator
Default Number	The default value for Number field types.
Shared List Type	The shared list type—AR Invoices, AR Invoices Detail, Assets, Charge Codes, Customers, Employees, {Segment Codes}, Purchase Orders, Transaction Documents, Transaction Lines, and Vendors—if the UDF uses one.
Shared List Field Name	All non-editable drop down list field names for the Shared List Type. This field is used in conjunction with the Set Up UDF Default Sources form.
Non-editable Code	The codes available for Non-Editable Drop-Down List field types.
Non-editable Description	The description for the associated code.
Non-editable Default	The default value for the associated code: Yes or No.
Non-editable Status	The status for the associated code: A-Active, I-Inactive, or D-Discontinued.
Transaction Source	The transaction sources associated with a Transaction Document or Transaction Line type user defined field, such as APC, API, APM, APS, ARB, ARC, ARM, ARP, ARS, BD, CD, CDS, CR, CRS, ENC, ENL, or JV.
Field ID	The BO Item ID that is used for Import. It is determined by a combination of the following fields: {type}:{an internal distinction}:{fieldname}
Date Last Modified	The date and time the field was last changed.
Modified By	The user who modified the field last.

Use the Filter tab to narrow down and define the data using the available filters.

Use the Options tab to Summarize Amounts on the report, implement security features, and more.

Select "Summarize Amounts" to add amounts together and display one line item with the total amount. All document information must be identical for the system to add items together.

Select "Do Not Allow Changes to this Report" to secure the report so that other users cannot save their changes to it. This option can only be undone by the user that locked the report.
Select "Year End Adjustments" to include year end adjustments on the report. This entry type was designated during transaction entry.
Select "Open Entries in Detail" to include opening balances (system or user opening entries) in detail.
Select "Replace total debits and credits with Balance" to show the net amount for each segment where totals have been requested. Otherwise, the report displays the total debits and total credits for each segment.
Select "Suppress Lines with All Zeros" so that documents with zero amounts do not print. This eliminates records having zero in all amount columns. If it is not selected, every line prints, even if it has a zero value.

Use the Layout tab to change the font and page setup for a report.

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