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How to delete a Report

Deleting a Portfolio Report

Matt Preuss avatar
Written by Matt Preuss
Updated over a week ago

Navigate to the Portfolio reports section on the left side of your screen. Click the Report name you would like to delete followed by the three dots in the upper right corner. Click Delete.

Click Delete to finish deleting the Report.

Alternatively, you can delete a Report directly from the Portfolio reports overview section. Navigate to Portfolio reports and click the three dots to the right of the Report. Click Delete.

Click Delete to finish deleting the Report.

Please let us know if you have additional questions!

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