Step 1 - Select reports
In the Select reports step, you can select the reports to transfer ownership.
You can either select the reports manually or search the reports by owner name.
The reports filter drop-down provides two options to search for reports either by Owner or All deactivated users.
The drop-down value is set to Owner by default.
Owner: Search the owner's name in the search text field to view the list of reports owned.
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.
Choose the Owner name from the autocomplete suggestion, and the table Results get filtered for the Owner name.
To clear the autocomplete selection and restore to the initial state, click .
All deactivated users: Select the deactivated users option to view all the reports owned by deactivated users.
When you select All deactivated users, the autocomplete is disabled with default value. You cannot filter for any specific deactivated user.
The table Results are filtered for all the reports owned by the deactivated users, and the list is sorted by Owner name.
<screenshot with result showing all deactivated users>
Results table
The Results table displays the list of all the reports owned by users.
The table displays the Owner, Name, Category, Shared with, and Last Modified date for each report.
To view the users with whom the report is shared, click the number in the Shared with column. The Shared with dialog opens and displays the list of users with whom the report is shared.
The table is sorted by owner name in chronological order.
<Table screenshots>
The Table header shows the count of number of reports selected.
Results (n): When no reports are selected, the table header is displayed as Results (n). Here, 'n' indicates the total count of available reports.
Selected reports (m/n): When you select some reports, the table header is displayed as Selected reports (m/n).
m : indicates the count of reports selected
n : the total count of available reports
The first column displayed is the Select drop-down. The drop-down provides the following options:
When filters are not applied
Select all reports
Select all reports at this page
Clear all selected reports
When filters are applied
Select all filtered reports
Select all reports at this page
Clear all selected filtered reports
Pagination
When the Results table is rendered, it displays all the reports in the instance and includes pagination for navigating to the previous, next, or any random page.
Until you select any report to transfer, the Next action is disabled.
To navigate to the next step, click Next.
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 choosen in Step 1 - Select reports to transfer ownership.
<screenshot>
To proceed to step 3, click Next.
To get back to Step 1, click Back.
To cancel and return back to the app’s main page, Custom Report, click Cancel.