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How to change ownership of Reports

  • March 24, 2026
  • 2 replies
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An employee recently left our company but had several Scheduled Reports that no longer run.  Is there any way to change the ownership of the Reports?  What about Saved Searches?  Are there any other best practices that should take place before someone leaves in order to avoid failed reports?

Best answer by jjonik

Thanks for the reply.  I did create a Support Request and was provided some best practices:

 

In EveryAction, there is not a way to automatically reassign ownership of a departed user’s assets (such as folders, saved lists, saved searches, or certain user-specific reports) to another user. Access is controlled at the folder level, and there is no permission that allows full access to all folders.

 

Here are the recommended steps to recover access:

 

* If possible, do not fully deactivate the user. Instead, set them to inactive so they cannot log in, but their assets remain accessible.

* Unlink their ActionAid to prevent any future login attempts.

* Rename the user to something role-based (for example, “Former Staff – Reports Holder”).

* Move them to a lower user profile so an admin can impersonate the account. (If they were a top-level admin, Support may need to assist with this step.)

 

While impersonating the user:

 

* Go to My Folders and share relevant folders, saved searches, and lists with the appropriate staff or user groups

* Share any user-specific reports that need to remain accessible

 

For future planning, it may be helpful to include an offboarding step where key assets are shared in advance. You may also consider using User Groups or a shared/generic user account for creating reports and searches to avoid similar issues.

2 replies

Joe Conley
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  • Bonterran
  • April 1, 2026

There is no way to transfer a scheduled report or saved search.


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  • Author
  • Active Advisor
  • Answer
  • April 1, 2026

Thanks for the reply.  I did create a Support Request and was provided some best practices:

 

In EveryAction, there is not a way to automatically reassign ownership of a departed user’s assets (such as folders, saved lists, saved searches, or certain user-specific reports) to another user. Access is controlled at the folder level, and there is no permission that allows full access to all folders.

 

Here are the recommended steps to recover access:

 

* If possible, do not fully deactivate the user. Instead, set them to inactive so they cannot log in, but their assets remain accessible.

* Unlink their ActionAid to prevent any future login attempts.

* Rename the user to something role-based (for example, “Former Staff – Reports Holder”).

* Move them to a lower user profile so an admin can impersonate the account. (If they were a top-level admin, Support may need to assist with this step.)

 

While impersonating the user:

 

* Go to My Folders and share relevant folders, saved searches, and lists with the appropriate staff or user groups

* Share any user-specific reports that need to remain accessible

 

For future planning, it may be helpful to include an offboarding step where key assets are shared in advance. You may also consider using User Groups or a shared/generic user account for creating reports and searches to avoid similar issues.