Generate a Report Workflow

Generate a Report in Report Writer Workflow

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 generate a personalized report using Report Writer.

Related Workflows

The following workflows may have one or more tasks in common with the Generate a Report in Report Writer Workflow.

Generate a Report (Dealer Users)

To generate a report:

If desired, from the Search by drop-down list, select a filter option.
Type a secondary filter value, and then press the Enter key.
Select a dealer.
Click the Schedule button.
From the Email Notification of Report Completion options, select Yes if you would like to receive an email notification when the report is generated, or No if you do not want to receive an email notification.
If you selected Yes, either select the checkbox next to your email address, or type additional addresses in the blank field and select the checkbox next to the field.
Select a file type.
Select when you want the report to run.
Click Schedule.

Generate a Report (Dealer Users)

To generate a report:

	If desired, from the Search by drop-down list, select a filter option.
	Type a secondary filter value, and then press the Enter key.
	Select a dealer.
	Click the Schedule button. Note: Click the Cancel button to cancel without saving.
	From the Email Notification of Report Completion options, select "Yes" if you would like to receive an email notification when the report is generated, or "No" if you do not want to receive an email notification. Note: If you selected "Yes", either check the checkbox next to your email address, or type additional addresses in the blank field and check the checkbox next to the field. Note: You can add multiple addresses by separating them with a semi-colon. Note: An email will not be sent unless the checkbox next to the email field is selected.
	From the File Type options, select one or more file types.
	From the Schedule Report to options, select when you want the report to run. Note: If you select "Run At", you must select a start date and time for the report to generate. Note: If you select "Recurrence", you must select the date, time, and recurrence for the report to generate.
	Click Schedule.