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We love to hear your feedback. Your suggestions and ideas are important to us. Our feedback forum is a great place to post your ideas and vote on others. Please share your detailed use case and how the proposed enhancements can increase value to your business. We do read all of your posts, but may not be able to respond to all comments.

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Status Already Exists
Created by Jennifer Benson
Created on Feb 21, 2022

Share scheduled reports

The schedule report feature is great and one that I use frequently. It would be even better if I could give my teammates access to these reports so they can edit them. What happens if I leave my position or the College? I will be pulled for a implementation project and right now my teammates cannot edit them to add recipients. Do they have to rebuild the scheduled reports?

What is the business process you are trying to achieve?

One College / Teamwork

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  • Admin
    John Lorenzo
    Aug 17, 2023

    Hi - this is supported. Please see this KP article on how to change the owner of a scheduled report.

  • Mark Evans
    Mar 2, 2022

    the ability to build a report then edit permissions to take the creators name out and pass it to someone else would be very useful to deal with employees changing roles/leaving

  • Jacob Piers-Blundell
    Feb 24, 2022

    We have created a 'reporting user' that we schedule reports under. In our particular scenario, all users that schedule reports are super users, so we are able to control this user to maintian the schedules, so this option may not work for your scenario.