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Saved Reports

The Saved Reports menu allows you to list all of your saved reports and gives you the option to delete them.

How to List Your Saved Reports​

  1. From the sidebar tab, click the Records menu.

  2. Click the Workflows section.

  3. Find and click your assigned workflow.

  4. In the Reports section, click the Saved Reports menu.

    Saved Reports page

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    • You can flter your saved reports from the Report Type dropdown.

    • You can also list your saved advanced reports from this page.

      Report Type - Advanced Reports

How to Delete Your Report​

  1. Tick the checkbox of the report that you wish to delete. The Delete button will appear.

    Saved Reports page - Deleting a report

  2. Click the Delete button. A confirmation message will appear.

    Deleting a report confirmation message

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    The deletion of the report is permanent. There is no Undo.

  3. Click the Yes button to permanently delete the report.