How to Delete a Custom Report

Deleting a custom report is a straightforward process that allows users to remove unnecessary or outdated reports, decluttering the analytics workspace. This article will guide you through the step-by-step process of deleting a custom report.

Step 1: Navigate to Analytics

Step 2: Open the Saved Custom Reports

Within the "Reports" section, locate the "My Reports" tab on the left side of the screen. Click on this tab to access a list of your saved custom reports. Identify the specific report you want to delete and click on its name to open it.

Step 3: Delete the Report

Hover over the report you want to delete, and you will see three dots appear next to the report name. Click on the three dots and from the dropdown menu, select "Delete".

After selecting "Delete," the system will prompt you to confirm the deletion to ensure that you don't accidentally remove a report. Confirm the deletion to proceed.

NOTE: You can also learn about this topic by watching a lesson on Pabau Academy.

In addition, we suggest reading our Custom Reports article for a more in-depth exploration of this topic.

For more guides, refer to related articles below, select additional guides, or use the search bar at the top of the page. These guides will help you get the most out of your Pabau account.

Additionally, to help you fully utilize and understand your Pabau account, we recommend exploring additional guides and resources offered at the Pabau Academy. It offers in-depth video tutorials and lessons, offering a holistic learning experience that can equip you with the essential skills for achieving success with Pabau.