Copy, Transfer, Delete, or Make Report Definition Public 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 a report definition in Report Writer. The diagram also illustrates the workflow for changing a report definition to public or private.
Related Workflows
The following workflows may have one or more tasks in common with the Copy, Transfer, Delete, or Make Report Definition Public Workflow.
To transfer a report definition:
- In the report summary section, select a report.
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Move your mouse pointer over the Action icon.
- From the Action menu, select the Transfer option.
Note: The Transfer Report page appears. - From the list of users, select a user.
- Click the Submit button, or click the Cancel button to close without selecting a user.
Note: If the target user has a report with the same name, the Rename window appears. - Type a new report name.
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Click the OK button to save your changes, or click the Cancel button to close without saving.
- 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 All of a User's Report Definitions
- 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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You can transfer report definitions to other users within your dealership. Dealer administrators and authorized internal users can transfer reports to other authorized users. |
Transfer 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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You can transfer report definitions to other users within your dealership. Dealer administrators and authorized internal users can transfer reports to other authorized users. |
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To transfer a report definition:
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In the report summary section, select a report. |
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Move your mouse pointer over the Action icon. |
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From the Action menu, select the Transfer option. |
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From the list of users, select a user.
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Click the Submit button, or click the Cancel button to close without selecting a user. |
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Type a new report name. |
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Click the OK button to save your changes, or click the Cancel button to close without saving. |
