When a staff member leaves a foundation or is set as inactive and has saved custom reports that have been shared, other users will be able to view those shared reports but not edit or delete them. The shared reports remain visible in the Reports area.
If one user tries to edit or delete another user’s report, regardless of permissions level, they will get a message stating: “Sorry that is not your report. You cannot update/delete it.”
An admin can save an old report as a new report and then delete the old report. Admins cannot edit the reports of others regardless of whether users are active or inactive.
If you have a saved filter report, you can edit or delete the report from the Reports page.
Save as New Report
To save a report that a former staff member created, an admin can save the report as a new report and share it. The system will give an option to name it as a new report that the new staff member would then own.
- Navigate to the Reports page.
- Click the custom report ID.
- Click Save.
- Enter the name of the report into the Saved Name field and check the Share box if you want the report to be shared. Click Save.
- Delete the old report from the Reports page by clicking [delete] next to the report.
- Click [Yes] in the Confirm Report Delete box.
- Click [Yes] in the Confirm Report Delete box.
Add, Edit, and Delete Bucket Filter Reports
A saved grant filter report can be deleted and edited from the Reports page. The saved filter report is located in the section identified when Load is clicked.
- Navigate to the Grants page, click the grant bucket you want to use, and then click Filter to filter the grant bucket.
- Search for a filter or click a filter from the list.
- New and Approval bucket filters are in the Grant Status report.
- The Voucher bucket filter is in the Grant Payment report.
- Complete the applicable fields/selections, and then click Apply Filter Report.
- Return to the grant bucket you used previously, and then click Load to load the report.
- Select the report from the drop-down menu, and then click Load.
To delete or edit the report, navigate to the Reports page and locate the report.
- Click [delete] next to the report you would like to delete.
- Click [Yes] in the Confirm Report Delete box.
- Click [Yes] in the Confirm Report Delete box.
- Click the ID next to the report you want to edit.