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As you start typing the Owner's name in the search text field, the search autocomplete provides relevant suggestions. The autocomplete returns only active users.
Once you choose the Owner name from the autocomplete suggestion, the Results (n) table gets filtered for the Owner name.
To clear the autocomplete selection and restore to the initial state, click
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Owner:
You can search only for one owner at a time and select the reports.
Once you select reports for an owner, you can again perform a search for another owner and select the reports. The Reports table data is displayed based on your search.
As you search for owners and make your report selections on all pages, the selections are retained.
You can repeat the above process until you have selected all the reports that require ownership change.
All deactivated users
To view all the reports owned by deactivated users, select the deactivated users option.
When you select All deactivated users, the autocomplete is disabled with default value. You cannot filter for any specific deactivated user.
The Results table is filtered for all the reports owned by the deactivated users, and the list is sorted by Owner name.
You can navigate through the Results table pages and select reports that require ownership change.
If the instance does not have any deactivated users, the Results table will be empty and will not display any report data.
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When owner filters are not applied
Select all reports: Choose this option to select all the reports on all the pages.
Select all reports at this page: This option allows you to select reports only on the current page.
Clear all selected reports: Choose this option to clear all the selected reports.
When owner filters are applied
Select all filtered reports: Choose this option to select all filtered reports on all the pages.
Select all reports at this page: This option allows you to select reports only on the current page.
Clear all selected filtered reports: Choose this option to clear all the selected reports.
Clear all selected filtered reports:
When you choose Clear all selected filtered reports; the reports are cleared based on your selection for the reports owner drop-down.
If you have chosen the Owner option, then only the reports selected for different active users are cleared.
If you have chosen the All deactivated users option, then only the reports selected for All deactivated users are cleared.
If you have selected reports for both active and deactivated users, then choose the drop-down values and clear all selected filtered reports respectively.
Pagination
The Results table displays all the reports in the instance and includes pagination for navigating to the previous, next, or any random page number.
Until you select any report, the Next action is disabled.
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Select the reports from on the required pages, and to navigate to the next step, click Next.
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To cancel the selections and return back to the app’s main page, Custom Report, click Cancel.
Step 2 - Overview
The Overview step provides a summary of the reports chosen in Step 1 - Select reports for transferring ownership.
You can navigate through all the pages to view all the reports.
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To proceed to step 3, click Next.
To navigate back to Step 1, click Back.
To cancel and return back to the app’s main page, Custom Report, click Cancel.