how do i delete a report

  • 0
  • 1
  • Question
  • Updated 6 years ago
  • Answered
Photo of Peter

Peter

  • 0 Points

Posted 6 years ago

  • 0
  • 1
Photo of Marny

Marny

  • 0 Points
In the new UI: Go to Settings, then you'll see Reports & Charts (middle column under User Interface). From the list of reports, you can select the one you want to delete and hit the X to the right or the "X Delete" button above the list (I guess if you are deleting several).
Photo of Peter

Peter

  • 0 Points
the page you describe only contains common reports. The report I am trying to delete is some sort of a personal or private report. It's listed under the 'mine' column, not common.
Photo of Xavier Fan

Xavier Fan, Champion

  • 570 Points 500 badge 2x thumb
Go to Settings, in the dropdown on the upper left, go to "Personal Settings".

Then "My Reports & Charts"

And you should see your personal reports there.
Photo of Irwin

Irwin

  • 0 Points
I thought I used to see it - Reports & Charts are not on the screen and I am the administrator
Photo of Xavier Fan

Xavier Fan, Champion

  • 570 Points 500 badge 2x thumb
If you're on the main app home page, "Reports & Charts" are not there.  It's only on each table that you see "Reports & Charts".

Or perhaps you'd hidden the interface for "creating or customizing reports"?

Under Settings for your App > Roles > Choose a Role (e.g. Administrator) > User Interface > Report Display

- there is a check box for "Hide UI for creating or customizinig reports"
Photo of Stephanie

Stephanie

  • 0 Points
How do I find this in the new UI?
Photo of Xavier Fan

Xavier Fan, Champion

  • 570 Points 500 badge 2x thumb
What are you trying to find the new UI?

If you're talking about the Settings for the app - right below the Home button on the upper left is the "Settings" link.
Photo of Stephanie

Stephanie

  • 0 Points
I am trying to delete a personal report using the new UI.
Photo of Stephanie

Stephanie

  • 0 Points
Thank you Xavier!