You can delete reports in Access Charity CRM if you have the correct permissions. Edit permissions for a report are set when the report is created or saved.
There are two types of reports: general reports and layout reports. Each type uses a different process for deletion.
Delete a general report
General reports are listed under Quick Access, Reports.
Click Quick Access, then select Reports.
Click the report you want to delete.
Click Delete.
Delete a layout report
Layout reports are available within individual modules, such as the contact module.
Open the module where the report is located.
Select the drop-down box below the Report button.
Click the report to load it.
Click the drop-down box under the Edit button.
Click Delete.
