Delete a Finance Report

Use the Finance Reports Configuration submodule to delete a finance report.

To use the Finance Reports Configuration submodule, you must have access to Settings as defined in the Employee cross-company access submodule under Settings.

To delete a finance report:

  1. On the main toolbar, click Settings .
  2. If you have more than one company in your system, use the drop-down list above the left pane of the Settings screen to select the company containing the report that you want to delete.
  3. In the left navigation pane of the Settings screen, click Folders, Reports & Documents > Finance Reports Configuration.
  4. In the Report drop-down menu of the grid toolbar, select the report that you want to delete, and click Delete report on the grid toolbar.
  5. When prompted for confirmation, click Yes.