Step 1-2: Select and preview reports to transfer reports ownership

This page explains the UI elements and how to select reports owned by owner or deactivated users.

Step 1 - Select reports

In the Select reports step, you select the reports to transfer ownership.

You can either select the reports manually or search the reports by owner name.

The reports owner 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.

You can search the owner's name in the search text field to view the list of reports owned by an active user.

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 .

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.

If the instance does not have any deactivated users, the Results table will be empty and will not display any report data.

The Results table displays the list of all the reports owned by users.

The table displays the details of each report's Owner, Name, Category, Shared with, and Last Modified.
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 names of the users with whom the report is shared.
The table is sorted by owner name in chronological order.

The Table header always shows the count of the number of reports.

Results (n): When no report is 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 table column displayed is the Select drop-down. The drop-down provides the following options:

When owner filters are not applied
1. Select all reports: Choose this option to select all the reports on all the pages.
2. Select all reports at this page: This option allows you to select reports only on the current page.
3. Clear all selected reports: Choose this option to clear all the selected reports.
When owner filters are applied
1. Select all filtered reports: Choose this option to select all filtered reports on all the pages.
2. Select all reports at this page: This option allows you to select reports only on the current page.
3. Clear all selected filtered reports: Choose this option to clear all the selected reports.

The Results table 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, the Next action is disabled.

Select the reports from the required pages, and 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.

The Overview step provides a summary of the reports chosen in Step 1 - Select reports.

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.