Purpose
The Filtered Orphaned Items Report is an admin-only report used to identify records owned by Users (often former staff) and transfer those records to another user when needed.
Important Notes
You must be a System Administrator to run this report.
Step-by-step guide to run Orphaned items report
Go to Menu > Filtered Search Reports > Miscellaneous Reports.
Select Filtered Orphaned Items Report.
Enter a Report Title.
(Optional) Select Registers to include.
Leave blank to include all registers.
(Optional) Configure filters as needed:
Users: Select specific user(s) to check. Leave blank to include all users.
Active: Select No to include records from deactivated users. Leave blank to include all users.
Locked: Include records for locked out users.
Show only active items: Shows only active records and excludes closed records.
Hide users with no items: Select Yes to exclude users who have no records.
Click Run Report.
You will see the report results in a table format. Any cells that have more than 0 records can be clicked to access the Mass Edit function to transfer the records.
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