What is the Schedule Owner?
When a report schedule is created, the user who created it is set as the schedule owner. This shows up in the "Scheduled As" column when you're looking at the All Report Schedules view. If you look at this field in a Salesforce report or through an export, it'll show up as the Owner (OwnerId) of the Report Schedule.
The schedule owner is important for a few reasons:
The Schedule Owner is used to log in and get the report data.
The Schedule Owner can edit the report schedule even if the sharing settings are public read-only, or private.
Unless you have selected a different From address (Report Sender Plus feature), the Schedule Owner's email is used for the From address.
So, if a user's role changes or someone leaves the company, it is important to update or deactivate their reports so things continue to work as expected.
Note: This is different from the Running User. For more info on the Running User, see the article "What Does the Report Sender Do Every Hour?"
Important: Schedule Owners Must Authorize Report Sender
If the new Schedule Owner has not used Report Sender and authorized access, this must be done before assigning schedules to this user or the reports will fail to send.
Log In to Salesforce as the new owner. You cannot use the Login-As admin function for this, use username/password or any SSO solution set up for your org.
Go to the CloudAnswers Report Sender tab.
If the Reauthorize button is showing, click that. Otherwise, click the New Schedule button.
Follow the prompts to approve access for the Report Sender. This will allow Report Sender to access the reporting API as this user.
If you clicked New Schedule to start this, you can click cancel.
Change Scheduled As for One Report Schedule
If you're trying to change the Scheduled As for one report schedule, click edit from the Report Sender tab and scroll down to the Scheduled As field to change it.
Change Scheduled As for Multiple
If you want to change Scheduled As for multiple report schedules, go to the Report Sender tab and click on the All Report Schedules view. Then, search for the user you want to change, select the report schedules, and use the lightning bolt in the top right to change the user.
Use Data Loader to Update Hundreds
If you need to change hundreds of schedules, you can also use Salesforce Data Loader or your favorite data tool to update them.
Export the Report Schedule (analyticsengine__Setting__c) object. Include any fields you want to reference, but for the update, you'll at least need ID and OwnerId.
Update the OwnerId field in the export file with the new user ID that you want. You can get User IDs by opening the user record and copying the part of the URL that starts with 005.
Perform a data update using the tool. Match on ID and update the OwnerId field.
Important: Changing Running User
If the user you are going to deactivate is the one who activated Report Sender, read this section.
The name of the user who activated Report Sender is displayed in the app header on the right-hand side with the label "Running As". If you are going to deactivate this user, log in as the new user and use the toggle button above it to deactivate and reactivate Report Sender as the new user.
If you have any questions, you can reach out to us at [email protected]