Reassigning a Report Schedule
Typically, a schedule should be reassigned to a new owner when the original owner has moved on from the role they had when they defined the schedule, but the schedule itself is still useful to the business and should continue.
The parameters of the report are based on the owner’s permissions. For example, if a default parameter set is used to report on the owner’s business area, then any resources outside of this scope are not be included in the report). In addition, if the owner of a schedule has their user account disabled (for example, because they have not logged in for a long time), then the schedule is also disabled.
To prevent schedules from being ‘orphaned’, they must be reassigned or deleted before the user account that owns them can be deleted from the system.
To reassign a schedule to a user, the location of the user account within the Analytics folder tree is required. For many organizations, this mirrors the user’s position in the organizational hierarchy.
To reassign a report schedule:
-
Perform one of the following:
-
If you are an Advanced Mode user, open the Tools Menu
, select Reporting > Reports, and navigate to the folder containing the report. -
If you are a Standard Mode user, go to your Home Page and expand the heading for the folder containing the report.
-
-
In the list, find the report whose schedules you want to view and click on its name. The report opens.
-
In the Report Toolbar, click Schedule.
-
Click View Existing Schedules. The View Existing Schedules page (also known as the schedules grid) for that report is displayed.
-
In the list, find the schedules that you wish to reassign and check the box next to each one.
-
Click Reassign.
-
A dialog will appear, showing the folder tree and a list of users in the currently selected folder. Navigate to the folder in which the new owner is located and click on them in the list.
-
Click OK to select the user or click Cancel to exit the dialog without making any changes.
Related Information