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Moving Reports to a New Staff Member

December 2, 2016

To move Report templates you will need to ensure that  the folders they currently reside in are shared with your library. Sharing them makes them visible to anyone at your library who has signed the Reporter Privacy Waiver and has access to the Reports interface.  The new staff member handling reports can then login and clone the report templates you would like to move from the old staff member’s folders , same as you would clone a report from the Sitka templates folder.

Any report output that you need to save for future reference should be opened as Excel or CSV Output and saved to your computer or network.

You will also need to cancel any recurring reports on the old account. To cancel recurring reports you need to go into the Reports folder for each report and delete the report. (Deleting reports also deletes any output attached to the report so make sure to save any needed output first.)