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Transfer All of a User's Report Definitions

  • How To
  • Step by Step
  • Process

Transfer All of a User's Report Definitions

Warning

If you transfer a report definition, control of the definition is given to the target user.

Tip

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: 

n1

Click the General Action button.

n2

From the General Action menu, select the Transfer All Report(s) option.
Note: The Transfer All Report(s) page appears.

n3

From the list of users, select a user. 

n4

Click the Submit button.

Note: 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.

n5

Type a new report name. 

n6

Click the OK button to save your changes.
Note: Click the Cancel button to close without saving.
Note: Report Writer adds the reports to the target user's list.

Transfer All of a User's Report Definitions

  • How To
  • Step by Step
  • Process

Transfer All of a User's Report Definitions

To transfer all of a user's report definitions: 

  1. Click the General Action button, and then select the Transfer All Report(s) option.
    Note: The Transfer All Report(s) page appears.
  2. Select a user.
  3. Click the Submit button.
    Note: If the target user has a report with the same name, the Rename window appears.
  4. Type a new report name.
  5. 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

Warning

If you transfer a report definition, control of the definition is given to the target user.

Tip

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

Warning

If you transfer a report definition, control of the definition is given to the target user.

Tip

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: 

n1

Click the General Action button.

n2

From the General Action menu, select the Transfer All Report(s) option.
Note: The Transfer All Report(s) page appears.

n3

From the list of users, select a user. 

n4

Click the Submit button.

Note: 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.

n5

Type a new report name. 

n6

Click the OK button to save your changes.
Note: Click the Cancel button to close without saving.
Note: Report Writer adds the reports to the target user's list.

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