Generate a Report 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 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.
To access the Generate Report page:
- Select a report.
- Move your mouse pointer over the Action icon.
- From the Action menu, select the Schedule option.
Note: The Generating page appears.
- Access the Create 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
- Generate a Report (Internal Users)
- Generate a Report (Dealer Users)
- Select a User to Receive Report Definitions
- Transfer a Report Definition
- Transfer All of a User's Report Definitions
- View a Report Definition
- View the Reports List
- View the Reports List
Access the Generate Report Page
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To open the Generate page:
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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 Schedule option. |
