• Home
  • Sales
  • Service
  • Parts
  • Office
  • Administration
  • Search

Change a Report Definition to Public or Private

  • How To
  • Step By Step

Change a Report Definition to Public or Private

Report Writer page with Make Public option highlighted

To change a report definition to public or private:

n1

In the report summary section, select a report.

n2

Move your mouse pointer over the Action icon.

n3

From the Action menu, select the Make Public Or Private option.
Note: The Report Category Options window appears.

n4

Select a report category.

  • Private - report is viewable by the user only
  • Dealership Public - report is viewable by all authorized users in the selected dealership
  • DBS Public - report is viewable by all authorized DBS users 

n5

Click the Change button to save your changes, or click the Cancel button to cancel without saving.
Note: A confirmation message appears.

n6

Click the Yes button to confirm, or click the No button to close the window without confirming.

Note
: The category is changed to the category selected.

Change a Report Definition to Public or Private

  • How To
  • Step By Step

Re

Change a Report Definition to Public or Private

To change a report definition to public or private:

  1. Select a report.
  2. Move your mouse pointer over the Action icon.
  3. From the Action menu, select the Make Public or Private option.
    Note: The Report Category Options window appears.
  4. Select a report category.
  5. Click the Change button to save your changes, or click the Cancel button to cancel without saving.
    Note: A confirmation message appears.
  6. Click the Yes button to confirm, or click the No button to close the window without confirming.
    Note
    : The category is changed to the category selected.

  • About the Reports List
  • Access the Create Report Page
  • Access the Generate Page
  • Access the Modify Report Page
  • Access the Replicate Report Page
  • Access the View Report Page
  • 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
  • Transfer All of a User's Report Definitions
  • View a Report Definition

Change a Report Definition to Public or Private

Report Writer page with Make Public option highlighted

To change a report definition to public or private:

n1

In the report summary section, select a report.

n2

Move your mouse pointer over the Action icon.

n3

From the Action menu, select the Make Public Or Private option.
Note: The Report Category Options window appears.

n4

Select a report category.

  • Private - report is viewable by the user only
  • Dealership Public - report is viewable by all authorized users in the selected dealership
  • DBS Public - report is viewable by all authorized DBS users 

n5

Click the Change button to save your changes, or click the Cancel button to cancel without saving.
Note: A confirmation message appears.

n6

Click the Yes button to confirm, or click the No button to close the window without confirming.

Note
: The category is changed to the category selected.

  • Back
  • Forward
  • Home
  • Help
  • Print Page