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Delete a report

Remove general or layout reports when you have edit permissions.

Written by Cristiana Ghinea

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.

  1. Click Quick Access, then select Reports.

  2. Click the report you want to delete.

  3. Click Delete.


Delete a layout report

Layout reports are available within individual modules, such as the contact module.

  1. Open the module where the report is located.

  2. Select the drop-down box below the Report button.

  3. Click the report to load it.

  4. Click the drop-down box under the Edit button.

  5. Click Delete.

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