🔍 Overview
Deleting a report in Report Builder requires a specific action that is easy to miss. There is no delete option available when you click directly on a report to open it. The delete control is accessed from the reports list view, not from inside the report itself. Follow the steps below to delete a report successfully.
📋 Before You Begin
- Make sure you have the correct permissions to delete reports in your workspace.
- Deletion is permanent. There is no undo option once a report is deleted.
- You must be in the Report Builder projects list view, not inside an open report.
🗑️ How to Delete a Report
- In the left sidebar, click Reports. This takes you to the Report Builder projects list at /report-builder/projects-list.
- Locate the report you want to delete from the list.
- Hover over the report row to reveal the action controls.
- Click the three-dot menu (⋮) or the delete icon that appears on the report row.
- Select Delete from the menu.
- Confirm the deletion when prompted.
The report will be permanently removed from your projects list.
⚠️ Why You Cannot Find the Delete Option Inside a Report
When you open a report by clicking on it, the view switches to the report editor or preview mode. In this mode, there is no delete option available. You must go back to the main reports list to access delete controls. If you are searching for a radio button or a delete option within an open report, this does not exist in the current interface.
❓ Troubleshooting
- No hover controls appear: Make sure you are on the projects list page (/report-builder/projects-list) and not inside an open report. Click Reports in the left sidebar to return to the list view.
- Delete option is greyed out or missing: You may not have the required permissions for that report. Contact your workspace administrator to review your access level.
- Report still appears after deletion: Refresh the page. The list may not update automatically in all cases.
💬 Need More Help?
If you need further assistance, open the chat widget in the bottom-right corner of the platform and type human teammate to be connected with a member of our team.