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Deleting CRM Reports
Deleting CRM Reports

How to delete reports within the CRM, including My Reports & Shared Reports.

Isobel Honour avatar
Written by Isobel Honour
Updated over 3 months ago

Prerequisites

Step 1: Find Delete Option in Further Options

Firstly, navigate to the Report that you wish to delete from your CRM. You can delete Reports from both the All Reports and Other Reports sections.

Once you've found the Report, click the three dots in the top right-hand corner and select 'Delete'.

Please note: If the Delete option is missing, you either do not have CRM Delete Rights or you are on a standard CRM report that cannot be deleted.

Step 2: Confirm Delete

Finally, click 'Confirm' if you wish to delete the Report and then it'll be removed from the CRM.

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