Transfer report ownership

Like the Manage Pivot Reports page, you can use this page to locate a report from the list. You can do this by searching for keywords, using predefined filters, or combining both methods.

1. Enter keywords from the report name in the search bar.

2. Click one of the four predefined filters:

• All Reports: Shows a combined list of Archived, Public, and Private Reports.

• Archived Reports: Shows reports you have archived. These reports are hidden from the other filters, excluded from title searches, and do not appear in All Reports, even if they are set to Public.

• Public Reports: Shows reports accessible to all users in your Jira instance, including those shared with specific users or groups.

• Private Reports: Shows reports accessible only to the report owner and report admins.

3. You can also locate a report by spotting the highlighted keywords in the search results.

You can filter reports by the Owner, Admins, and Opened columns. In the Opened column, you can display reports accessed within a specific time frame, such as the last 7 or 30 days.

After applying filters, you can select reports individually or in bulk. You can then transfer ownership to another user, delete the reports, archive them, or restore them from the archive.

Bulk filtering and selection help you manage reports more efficiently. For example, you can reassign or archive reports when organizational changes occur or when a user becomes inactive, instead of editing each report individually on the Manage Pivot Reports page.

You can export the list of reports to Excel, which includes these fields, regardless of the selected predefined filter:

• Name

• Description

• Owner

• Report Admins

• Input type (source type)

• Input (report source)

• Date Last Accessed

• Sharing type

This exported file helps you track changes to report ownership, admins, and sharing settings. For example, it can show when a report changes from private to public or when its ownership is reassigned.

As a Jira admin, you can configure any report, including Private and Limited reports, from the Manage Saved Pivot Reports page. Click the … menu next to a report and select Configure, as shown in the above screenshot.

In the Edit Report pop-up, you can update the report name, description, notes, hyperlink, and source type.

For example, if a report owner becomes inactive or is unavailable for an extended period, you can update these fields without adding yourself as a report admin or transferring ownership of the report.

By comparison, the Manage Pivot Reports page lets you update these fields only for Public reports, reports that you own, or reports where you are a report admin.

No. The report owner or an admin can remove another admin using the Sharing Settings pop-up, as shown in a related article.

However, admins cannot transfer report ownership to another user. Only a Jira admin can perform this action.

Yes.

When Jira access is suspended for an inactive employee or client, the user is not automatically removed from the reports they own or can access. If the user returns, a Jira admin typically reviews their space access to ensure it matches their current role and responsibilities.

The steps for removing or suspending Jira access are described in a related article.