Assign Collection Analysis Report to Another User

If a customer has requested assistance in creating a collection analysis report:

1. Obtain file from customer

2. Create a report using your admin account

3. Upon successful processing of the file, navigate to Admin > Sales > Collection Analysis

4. Find the report that you created

5. Click the report name in the list of reports to view the report details

6. Click the "Edit Marc Report" link in the right sidebar

7. Change the "User" from you to the customer in question

8. Click "Save"

Send email to customer that their report is available.