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Roll-Up Owner Reports

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The Roll-Up Owner Reports function displays a hierarchical view of asset ownership within a selected asset group. It shows each owner, their assigned assets, and allows users to expand entries to view team members and their associated asset data. Users can manually refresh the report to update it with the latest information.

To configure the hierarchy, use the Owner Hierarchy Connector.

To see the Roll-Up Owner Reports, follow this procedure:

You can also see the walkthrough in this link

See Also:

Owner Hierarchy Connector

Set Owners for Predefined Groups