Mass Updating Reports

Using the Saved Reports page, a report can be deleted or updated with a few clicks. However for large numbers of reports it can be more practical to use the Mass Update feature.

Mass Update of Report Ownership

If you need to change the owner of many reports, you can mass update report ownership.

To mass update report ownership:

  1. Go to Lists > Mass Update > Mass Updates.

  2. On the Mass Updates list expand the General Updates category and click on Report.

  3. If you are saving this mass update, enter a descriptive name into the Title of Action field.

  4. In the Criteria subtab select the Owner filter.

  5. In the Mass Update popup select all the owners that you want to change. Then click Set.

  6. In the Mass Update Fields subtab mark the Owner box and select the user that you want to transfer ownership to.

  7. Click Preview to see a list of affected reports.

  8. In the preview footer click Perform Update to action your mass update

Important:

You can only change the owner to be an account administrator.

Mass Deleting Reports

If you have reports in your account that you are no longer using, you can mass delete reports.

To mass delete reports:

  1. Go to Lists > Mass Update > Mass Updates.

  2. Expand the Reports category and select Delete Reports.

  3. In the Criteria subtab select the Owner filter.

  4. In the mass update popup select all the owners that you want to change. Then click Set.

  5. Click Preview to see a list of affected reports.

  6. In the preview footer click Perform Update to action your mass update

Related Topics

Inline Editing of Reports

General Notices