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Viewing, Renaming, & Deleting Custom Reports
Viewing, Renaming, & Deleting Custom Reports

Learn where to access and how to delete custom reports

Releventful Support avatar
Written by Releventful Support
Updated over a week ago

View your custom report

Once a custom report has been saved, a new section will display in the reporting area titled My Reports. This section is located below To-Do Reports and above Other Reports.


Rename your custom report

To rename your custom report:

  1. Navigate to the report

  2. Click to the More Options button beside + Add Filter (see image below)

  3. Choose Edit Report

  4. Rename the report and click Save Changes


Delete your custom report

To delete your custom report:

  1. Navigate to the report

  2. Click to the More Options button beside + Add Filter (see image below)

  3. Choose Edit Report

  4. Click Remove Report at the bottom right (see image below)

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