Transfer Ownership for UDRs

The administrator can define who has access to the UDR.

At the company level as well as project level, you can use the Transfer Ownership option (at the log level) to change the owner of the UDR. This option will be available to change owner for multiple reports at a given time.

  1. Go to the Company Workspace tab and switch to User mode.
  2. In the left Navigator, click Reports > User-Defined to open the User-Defined Reports log.
  3. Select the reports for which you want the owners changed.
  4. Click Actions > Transfer Ownership to open the User/Group Picker window.
  5. Select the new owner for the reports.

You can only select one user in the User/Group Picker window.

The list of users that you see contains the users who have access to the project/shell.

The user must have Full access permissions.

When editing, you can change the owner of a report by way of the Report Owner field in General tab.

After the owner for the report is changed, the Permission tab in the UDR displays the new changed owner with all permissions for that report. For example, if the ownership for report R1 was changed from A-user to B-user, then the Permission tab displays B-user, only (with full owner permission), and the A-user will not be seen in the Permission tab.

See Also

User-Defined Reports

About User-Defined Reports (UDRs)

Accessing User-Defined Reports (UDRs)

User-Defined Reports Log

User-Defined Report Types

User-Defined Report Data Types

Creating a User-Defined Report

User-Defined Report Formats

Running a User-Defined Report

Save and Retrieve Scheduled Report Results

Print Report Results

Transferring Reports Between Environments

Working with Custom Reports

Permission-Based User-Defined Reports (UDRs)

Working with Audit Reports



Last Published Friday, June 21, 2024