Deleting Reports and Templates

Delete Individual Reports

To delete an individual report, complete these steps:
  1. From the Welcome window or Edit or View mode, perform one of these tasks:
    • Select Filethen selectOpen to open the Open dialog box.
    • Select Filethen selectManage Files to access the File Management window.
  2. Navigate to the folder that contains the report. Next to the name of the report that you want to delete, click actions icon in the Actions column, and then select Delete.
  3. In the confirmation message box that appears, click OK to delete the report.
  4. If you used the Open dialog box, click Close.
Note: You cannot delete a report that is currently open.

Delete Multiple Reports

Note: Only advanced users can delete multiple reports. If you have questions about your authorization, contact your system administrator.
To delete multiple reports, complete these steps:
  1. From the Welcome window or Edit or View mode, select Filethen selectManage Files to access the File Management window.
  2. Navigate to the folder that contains the report. Select the check box next to each report that you want to delete.
  3. At the top of the check box column, click multiple selections icon and then select Delete.
  4. In the confirmation message box that appears, click OK to delete the reports.
Note: You cannot delete a report that is currently open.

Delete a Report Template

To delete one of your own report templates or a shared template that is not saved as read-only, complete these steps:
  1. Perform one of these tasks to open the Select a Template dialog box:
    • From the Welcome window or Edit or View mode, select Filethen selectNewthen selectNew using Template.
    • In Edit mode, select Editthen selectApply a template.
  2. Depending on which type of template you want to delete, select either the Shared templates tab or the My templates tab.
  3. Select a template.
  4. Click Delete.
  5. In the confirmation message box that appears, click OK.
  6. To close the Select a Template dialog box, click Cancel.