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Find, rename or remove a saved report

Keep your saved report list clear by naming views for the question they answer.

Written by Releventful Support

Keep your saved report list clear by naming views for the question they answer.

Steps

  1. Open Reports and find the saved report in your report list/library.

  2. Open it and use its More Options or report-edit control.

  3. To rename it, change the report name and save.

  4. To remove the saved view, choose Remove Report and review the confirmation.

Removing a view

Removing a saved report does not delete the events, invoices or payments shown in it. Report sharing and permissions can affect which saved views you are allowed to change.

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