How Do I Delete Custom Reports?

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Within FinPlan you are able to create and delete your own custom reports.

To learn how to create a custom report, please see the article below:
https://bluecoat.software/knowledge-base/how-do-i-create-custom-reports/

Within the FinPlan reporting suite you will see a list of your custom reports in the Custom Reports tab.

To delete one of these reports select ‘Manage Custom Reports‘.

Within the Manage Custom Reports window, select the report you wish to delete and select ‘Delete Report‘.

You will be asked if you are sure you want to delete the report. If you are select ‘Yes‘. The report will then be deleted.

If you need to restore one of these reports, please refer to the article below:
https://bluecoat.software/knowledge-base/how-do-i-recover-a-deleted-custom-report/

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