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.
Currently our reports are a mess because a vast majority of them were created by an admin that is no longer with our company. We would love to reorganize them into meaningful folders, but we cannot do so w/o doing one of the following:
1.) reactivating him (not an option)
2.) rebuilding all of the reports as a current admin
3.) creating an 'admin' account and building under that account (also not a viable option)
Therefore, please consider making either changing a report owner an option or allow reorganization of reports built by a deactivated user.
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
Have the user who would like to be the Report Owner login to Workfront.
Navigate to the Report that they would like to own
On the report Select Report Actions
Then select Copy. A copy of the report will be created.
The user will then own the copied version of the Report
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.
At this point, the user can then delete the original report if desired.
This is a HUGE NEED as we limit who has the ability to build a report and admins are constantly building reports for specific users. Also would love to be able to move ownership once the person is no longer within that group
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.
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.
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
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.
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.
