Table of Contents
In Fleetio, any User with access to Reports has the ability to Save & Schedule Custom Reports. If that User changes roles or leaves your organization at any point, as an Administrator, you can transfer ownership of their saved Reports (both Public and Private) to another User.
PERMISSIONS: Only Account Owners and Administrators can change the owners of saved Reports.
To change the owner of a Report:
- Go to your Account Menu and select Settings.
- Scroll to the bottom of the Account Settings Sidebar and click Saved Reports in the Reports section.
- Use Search (a) to search for a Report by name or click the Owner filter (b) to view only reports owned by a specific User.
- When you've located the Report, click the More Actions Button at the end of the row and select Update Owner.
- In the Update Report Owner pop-up, use the drop-down menu to search for and select the new Owner.
- When you're finished, click the Update Owner button.
Changing Report Owners in Bulk
You can also change the owner for multiple Reports at once.
- Start by navigating to Saved Reports in your Account Settings, as shown above.
- Use Search or the Owners filter to locate the Reports.
TIP: If one User is taking ownership of Reports from multiple Users, you can select more than one owner in the Owners filter to easily locate the Reports.
- Use the checkboxes on the left to select the Reports to update.
- Click the Actions Drop-down Menu and select Update Owner.
- In the Update Report Owner pop-up, use the drop-down menu to search for and select the new Owner.
- When you're finished, click the Update Owner button.
