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January 24, 2022
Question

Can I transfer my dozens of Custom Reports to my repllacement?

  • January 24, 2022
  • 1 reply
  • 0 views
I am leaving the company and my user will be deleted. Will any reports I've shared also be deleted? Can I transfer all custom reports to another user?

1 reply

January 24, 2022

Thanks for taking the time to visit us, @daniel100. Allow me to share what I know about your query.

 

To answer your question. It is not possible to transfer the reports to a new user. Once you delete your account, custom reports will be removed as well. The new user will have to create those custom reports.

 

If you want to keep a copy of those custom reports, you can consider exporting them to Excel or PDF. For the steps, you can refer to this article

 

Let me know if you have further questions about this. I’d be more willing to answer them for you. Keep safe and have a good one.