Deleting a Report

Deleting a report

A report can be deleted as long as it is not the default report.
TIP: You may want to check report settings in Envelopes and Emails and remove the report prior to deleting it. The reports are removed from those areas when they’re deleted but checking prior and updating these places with new associated reports ensures that the correct reports are being sent and prevents any gaps in those areas.
From the Reports menu, select the edit button for the report you want to delete. In the Manage Report window, click Delete.

Keep in mind if you delete a report, the report will be removed from any submissions also. Therefore, you will not be able to view the report in the View/Edit Submissions window.

For example, let's say you have 2 reports for the Ai Conditioning Inspection form. You submitted the form and when you opened the View/Edit Submissions page, you'll notice 2 reports are available to view:

You no longer need the Brands report, so you used the Manage Report window to delete it:

Now when you view the submission in the View/Edit Submission page you'll notice the Brands report is no longer available for viewing: