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Changing report owner

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Level 5

23-08-2017

For me it would be a great if it is possible to change the report owner from an inactive one to an active one. We have a few reports created by someone who is not working at the company anymore. I would like to become the owner of these projects but at the moment that's not possible.

10 Comments

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Level 2

26-01-2018

Hi Workfront,

it's crazy that there isn't an easy way to change the owner of report.

Please can you look into this

Thanks

Vic

Overview

Sometimes when a user leaves an organization, another user may request to be made a Report Owner of the former user's Reports. This works in much the same way that changing the owner of a Workfront Calendar does.

Details

  1. Have the user who would like to be the Report Owner login to Workfront.
  2. Navigate to the Report that they would like to own
  3. On the report Select Report Actions
  4. Then select Copy. A copy of the report will be created.
  5. The user will then own the copied version of the Report
  6. The new owner will need to reshare the Report with whoever existed on the original as the Sharing setting are not copied over to the new Report.
  7. At this point, the user can then delete the original report if desired.

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Level 3

27-09-2018

This would be very helpful for us. We have an integrated practice, with links in documentation, so making a copy is not a viable option for us unless we want to update multiple links in multiple documents for each report.

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Level 10

12-02-2019

Yes, this is needed. It also causes extra work when templates are assigned to a large group of users. At times, Execs only want to see reports and when new ownership you have to log in as each executive to update report tab with new. URLs change.

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Level 2

27-02-2019

6a. Update any dashboard that used the original report to point to the copied report.
6b. Re-Enter any Repeating Deliveries used on the original report

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Level 6

31-05-2019

Yes, please! We have this same need. Additionally we often need to change the report owner from an active user to another active user. For example, an admin creates the report and then a SME maintains it.

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Level 3

31-05-2019

Hi everyone,

Thanks for upvoting this idea!

However, I'm marking this as "Not Planned", as it is not on our roadmap for the coming 12 months.

Thanks,

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Level 3

25-07-2019

Hi we are running into this issue for the first time - as being newer to the tool this is the first time a major Report SME is leaving the team and company, She has taken the steps to share all the reports, the new owner copying the reports, and creating new dashboards. It is quite a hassle, and means recurring scheduled sends have to be set up again and as others mentioned below all the urls change.


Hopefully folks will continue to upvote!


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Level 10

29-01-2020

@Gevorg. It would be very helpful. We have people who own reports that move on. Once reports are copied over you then need to go on as the user and delete the original as the user has moved on and needed to be deactivated in Workfront. I spent 2.5 hours copying reports the other day. Once reports are copied you have to reshare to the same people, which means you need to document who had visibility in the first place and then share again. To rebuild reports takes time as certain reports are more entailed than others; you're having to jump back and forth to see filters/columns/groups.



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Level 2

08-03-2021

Unfortunate that this isn't on the roadmap. It would really reduce the workload on administrators when a report builder moves on.