Copy All, Transfer All, or Delete All Report Definitions Workflow
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Click a task in the diagram to navigate to the instructions to perform the task. After reviewing the instructions, use the Back arrow in the navigation bar to return to this workflow.
Description
The diagram illustrates the workflow for copying, transferring, or deleting all of a user's report definitions in Report Writer.
Related Workflows
The following workflows may have one or more tasks in common with the Copy All, Transfer All, or Delete All Report Definitions Workflow.
To transfer all of a user's report definitions:
- Click the General Action button, and then select the Transfer All Report(s) option.
Note: The Transfer All Report(s) page appears. - Select a user.
- Click the Submit button.
Note: If the target user has a report with the same name, the Rename window appears. - Type a new report name.
- Click the OK button to save your changes.
- Access the Create Report Page
- Access the Generate Report Page
- Access the Modify Report Page
- Access the Replicate Report Page
- Access the View Report Page
- Change a Report Definition to Public or Private
- Change User in Report Writer
- Copy a Report Definition
- Copy All of a User's Report Definitions
- Create, Modify, or Replicate a Report Definition
- Delete a Report Definition
- Delete All of a User's Report Definitions
- Filter Report Writer List of Reports
- Select a User to Receive Report Definitions
- Transfer a Report Definition
- View a Report Definition
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If you transfer a report definition, control of the definition is given to the target user. |
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Dealer users may transfer all of their own report definitions to another authorized user at their dealership. Dealer administrators and internal users can transfer all of a user's report definitions to another authorized user. |
Transfer All of a User's Report Definitions
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If you transfer a report definition, control of the definition is given to the target user. |
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Dealer users may transfer all of their own report definitions to another authorized user at their dealership. Dealer administrators and internal users can transfer all of a user's report definitions to another authorized user. |
To transfer all of a user's report definitions:
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Click the General Action button. |
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From the General Action menu, select the Transfer All Report(s) option. |
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From the list of users, select a user. |
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Click the Submit button.
Note: If the target user has a report with the same name, the Rename window appears. |
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Type a new report name. |
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Click the OK button to save your changes. |
