Skip to content

Knowledge Base

← Back to Knowledge Base Home

Training Tidbit: How do I delete unused reports?

Do you have any Flexible Financial Reports or Board Reports that you do not use?  Or any custom reports in Report Writer that you do not want?  These reports can be deleted if desired by completing the appropriate instructions below.

To Delete a Flexible Financial Report:

  1. Select the Maintenance menu from the General Ledger screen and then Flexible Financial Report Setup.
  2. Bring up the report to delete and then click the Delete button; when prompted to delete the record, click Yes.
    Note:  In order to remove the report from the Reports menu on the General Ledger screen, the General Ledger screen must be refreshed by closing the screen and then re-opening it, or clicking the Refresh Screen icon in the lower right-hand corner of the General Ledger screen.

To Delete a Board Report:

  1. Select the Maintenance menu from the Accounts Payable screen and then Board Report Setup.
  2. Bring up the report to delete and the click the Delete button; when prompted to delete the record, click Yes.
    Note: In order to remove the report from the Reports menu on the Accounts Payable screen, the Accounts Payable screen must be refreshed by closing the screen and then re-opening it, or clicking the Refresh Screen icon in the lower right-hand corner of the Accounts Payable screen.

To Delete a Custom Report in Report Writer:

  1. From the Report Writer screen, click on the name of the view group in the Report Groups List that contains the report to delete, or click the Find button instead to search for the desired report.
  2. In the Reports List, click the Delete button to the left of the name of the report to delete; when prompted to delete the report, click Yes.