Scenario
Customer would like to transfer ownership of reports made by resigned Employee.
Solution
I. Create Analytics Audit Trail
1. Navigate to Lists > Search > Saved Searches > New
2. Select Analytics Audit Trail
3. Set Search Title
4. On the Criteria Tab, set the following:
Record Type:
- Financial Layout
- Report
- Report Schedule
Report fields... Owner (select name of former Employee)
5. On the Results tab, set the following:
Record Title, Summary Type = Group
Record Owner, Summary Type = Group
Record Type, Summary Type = Group
6. Save & Run
II. Edit Report Owner
- In Global Search: Enter the report name
- Select the report
- Click Customize button
- Click More Options
- Change the Owner field
- Click Save