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Report Writer Page Overview

    Report Writer Page Overview

    Purpose

    Use the Report Writer page to view a list of your existing custom report definitions, which you can create for your specific needs. The list also includes public report definitions. Using one of the report definitions in your list, you can generate a report.You can also copy, transfer, or modify the definitions in your list or create a new report definition. 

    Description

    The content area of the Report Writer page displays the following sections:

    • Filter by - Allows you to filter the information to display only the records that match your criteria
    • List of Reports - Displays general information for all records on the page

    Tasks

    You can perform the following tasks on the Report Writer page. Depending on your user role, you may not be able to perform all tasks.

    • 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
    • Delete a Report Definition
    • Delete All of a User's Report Definitions
    • Filter Report Writer List of Reports
    • Open the Create Report Page
    • Open the Generate Page
    • Open the Modify Report Page
    • Open the Replicate Report Page
    • Open the View Report Page
    • Transfer a Report Definition
    • Transfer All of a User's Report Definitions
    • View the Dealer's List of Reports (Internal Users Only)
    • View a Report Definition
    • View the Reports List
    • 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
    • Delete a Report Definition
    • Delete All of a User's Report Definitions
    • Filter Report Writer List of Reports
    • Open the Create Report Page
    • Open the Generate Page
    • Open the Modify Report Page
    • Open the Replicate Report Page
    • Open the View Report Page
    • Transfer a Report Definition
    • Transfer All of a User's Report Definitions
    • View the Dealer's List of Reports (Internal Users Only)
    • View a Report Definition
    • View the Reports List

    Workflows

    One or more tasks in the following workflows are performed on the Report Writer page.

    • Change User in Report Writer Workflow
    • Copy All, Transfer All, or Delete All Report Definitions Workflow
    • Copy, Transfer, Delete, or Make Report Definition Public Workflow
    • Create, Modify, or Replicate a Report Definition Workflow
    • Generate a Report in Report Writer Workflow

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