Deleting Custom Reports

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You can delete any custom report in the system, provided your ReceivablesPro Role gives you permission to edit and delete reports, regardless of the user who created it. Once a report is deleted it cannot be restored. So it is a good idea to check with your colleagues before deleting a report that you did not create.

Follow the steps below to delete a custom report. Once a custom report is deleted, any subscriptions attached to it will also be deleted.
NOTE: Deleted custom reports CANNOT be recovered. Once it’s deleted, it’s gone for good. However, you can always re-create it as a new custom report.

  1. Locate the report you want to delete in the custom reports table.

  2. Click the Action button, then click the “Delete” link.

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  3. A pop-up window will appear asking you to confirm the delete. Click “yes” to delete the report, or “no” to keep the report and return to the Reports dashboard.

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  4. You are returned to the Custom Reports table. The report you deleted will no longer be in the table.
    NOTE: If the report was included in side navigation Reports Quick Links, that link will now be removed.

Next Section: Sample Custom Reports >