Maintain Reports/Utilities

Reports that were schelduled by a user that is no longer with the Symphony is not showing up for a current active user under Maintain Reports/Utilities. Is there a way to 're-assign' these reports to a new user? Any suggestions are welcome...

Thanks!

Sabina

Parents
  • Hi Sabina,

    I don't have the answers on how to reassign reports sadly, but I do have a suggestion that I bring from another organization I worked at. When I worked for Lyric Opera of Kansas City, we had a Report login that anyone could use to setup scheduled reports. This way they weren't assigned to one individual and anyone could log in and setup those reports. We limited that login type to only have very basic accesses. It saved a lot of hair pulling when dealing with reports from previous staff members who no longer worked at the organization.

    -Christopher

Reply
  • Hi Sabina,

    I don't have the answers on how to reassign reports sadly, but I do have a suggestion that I bring from another organization I worked at. When I worked for Lyric Opera of Kansas City, we had a Report login that anyone could use to setup scheduled reports. This way they weren't assigned to one individual and anyone could log in and setup those reports. We limited that login type to only have very basic accesses. It saved a lot of hair pulling when dealing with reports from previous staff members who no longer worked at the organization.

    -Christopher

Children