What happens to Apsona multi-step reports if the original report owner leaves the organization?

The reports will still be accessible to other users as long as they are saved in shared folders that others have access to.

To ensure continued access and proper management of those reports, we recommend the following steps:
Step-by-Step Guide to Ensure Continued Access

1. Verify Report Folder Access
   • Make sure all critical reports are saved in a shared folder that Lisa has access to.
   • If any reports are in your private folder, move them to a shared folder before your license is deactivated.
2. Reassign Report Ownership (if needed)
   • If you’d like Lisa (or another admin) to edit or manage your reports, an admin can:
   • Go to the Apsona Items tab.
   • Filter by items owned by you.
   • Use the mass update feature to transfer ownership to Lisa.
3. Check Schedulers (if any)
   • If you have any scheduled reports set up:
   • These will stop running once your user is deactivated.
   • Please reassign the schedule ownership to Lisa or another active user to ensure continuity.
4. Admin Permissions Help
   • If Lisa is a System Administrator, she will typically have visibility into all Apsona reports.
   • If not, you may want to confirm she has appropriate access to the report folders and Apsona licenses.