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Manage existing reports and report templates

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Edit a report template

You can not edit a report template, but only delete it and/or create a new one.

Edit a report

You can not edit an existing report, but only delete it and/or create a new one.

Delete a report template

Prerequisites

  • You belong to any other user group than viewer.

  • A report template exists.

Steps

  1. In platform view, select the desired organization level from the side bar.

  2. Select the domain tab image-20250606-081535.png Reports. All available report templates for this organization level are listed.

  3. Hover over a template and select image-20250606-125546.png Delete.

  4. Confirm Delete template in the appearing pop-up window.

The report template disappears from the list of report templates.

Note

The reports you created from a report template will remain in the image-20250305-134728.png Documents domain after deleting the template.

Delete a report

See Edit or delete documents.

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