The automated reports that one user is scheduled to receive can be copied to one or more other user’s lists of automated reports for a selected company, with or without the associated send to email list. The copied automated reports can be added to an existing list, or replace an entire list. Automated reports might need to be copied to other users as users are added, leave, or are replaced.
Follow the steps to copy automated reports:
1.Click ([the current user name] the current user name) > [Settings] Settings > [Dealer Administration Settings] Dealer Administration Settings > [Copy Dashboard] Copy Dashboard or [Submit] Automated Reports to Another User under the Dealer Administration Settings section > Copy Automated Reports.
2.Click the company whose automated reports you want to copy.
3.Click [Next Step] Next Step,
4.Click the user(s) whose automated reports you want to copy.
5.Click [Next Step] Next Step,
6.Click the automated report(s) to be copied, Click [Next Step] Next Step.
7.Click the user(s) the automated reports are being copied to.
8.Click [Next Step] Next Step.
9.Indicate whether to delete all current automated reports for the user to which you are copying. If you do not select the check box then the new reports are added to the user’s current reports.
10.If you want the same recipients to receive an email for the same automated reports that are being copied, then select the check box next to "Copy all email addresses to the new Automated Reports."
11.Click [Finish] Finish to copy the automated reports.
12.Click [Return?] Return? from the Completion page to return to the Copy Utility selection page.
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