Blackpurl

This article will cover how a user can create a Custom Report and then be able to share that Custom Report to other users in your Dealership 

How to Share a Custom Report 

The User will develop and save a Custom Report and it will be available in the Custom Search section 

In the example below we have two Custom Reports - Recent Records and Store Credits created by this user - BP Admin

Let's say that you wish to share the Store Credit Custom Report with another User in your Dealership - Brian Kelley

Simply click on the relevant report > then click and then select the option

Then from the Report Sharing pop up > check the box next to the user/s you want to share this report to and then click

In our example we want to Share the Report: Store Credits with the user Brian Kelley 

Blackpurl will confirm will a notification in the top corner that you have Successfully shared with the selected users

Who have you shared your Custom Report with

If you need to see who you have shared your Custom Report with, simply click on the Custom Search Report > > select and the Report Sharing pop up will have check marks against each user you have shared this report with

To stop Sharing the Report

If you wish to stop sharing your Custom Report, simply click on the Custom Search Report again > > select and the Report Sharing pop up and just uncheck the checkbox against the user you no longer want to share this report with and then

How does Shared Report/s show up for the User that you have shared the report with

On the Reporting section for the User you have shared your Custom Report with, there is a new section called

All Custom Reports that have been shared, will list with the same name but it will also indicate who shared it 

In our example below - we are logged in as Brian Kelley and in their Shared with Me section - you can see that they have a shared report called - Store Credits and in brackets it will tell them who shared it ie user: [BP Admin]

Other Information

• The shared report can only be modified by the user who shared it ie: the owner of the custom report
  
  If a recipient wants to modify a shared report they would have to save it as their own custom report

• Only the owner of a shared report can share the report with other users