How to change the owner/creator for report.

[Abdul13]

Hi,


We have a report for one user who was left the organisation recently , I would like to transfer the report to a new "owner" Is there a way to assign this to a new person ?

Please help.

Thanks in advance.

[Raj62]

Hi -

Changing ownership is not a best practise and it is not possible through the UI interface.

instead you can clone the same report using "Insert and stay" option.

Thanks

[Abdul26]

Hi Raj,

If we clone the report using "Insert and stay", Do we get the same data as the original report.

Thanks.

[DJL2]

Hi Adbul,

Yes, report ownership can be changed and is an action which your Sys Admin can perform.  If you have a lot of reports to change, your Admin will generally apply as a list update.

There is an consideration though: it should be validated that whoever report ownership is reassigned to has the same degree of access/permissions as the previous owner.  This is because the platform will reference user permissions to run the report query, and if these are not present - it won't run.

Another tip: check whether your ex-employee had any Scheduled Reports.  These will need the 'Run As' field changed to the new owner.

Hope that helps?

Thanks,

DJL

[shloke04]

Hi,

In order to do so, Navigate to "All" module under Administrations section of Reports Application menu as shown below:

Search for all the reports, you want to update the Created By field and run your query as shown below:

Navigate to Background Script module and execute the script mentioned below:

Note: Please update the correct query as mentioned in step above and Created By whom you want to keep it as.

var gr = new GlideRecord('sys_report');
gr.addEncodedQuery('title=Cost Plan Break Down'); //Modify your Query here
gr.query();
while(gr.next()){
gr.sys_created_by = 'admin';//Modify the user Name which need to be Updated
gr.setWorkflow(false);
gr.autoSysFields(false);
gr.update();
}

Hope this helps. Please mark the answer as correct/helpful based on impact.

Regards,
Shloke