Change ownership to dashboards and report templates ↗

Only administrators can change the ownership of a custom dashboard or report template.

Note: For report templates, when ownership is transferred, any existing report schedules associated with the template are automatically removed. The new Owner must manually redefine the schedule to resume automated report generation.

Open change owner

Right-click the custom dashboard or template and select Change owner.

Select a new owner

Select the new owner from the list of users.

Confirm the change

For templates, review the warning regarding deleted schedules and click Change.