Edit or Delete a Report Template

Edit or Delete a Report Template

This article explains how to edit or delete a Report Template from your Report Template Library.

How to Edit a Report Template

First, login to your PARTNER CPRM account and open your ecosystem.

1. Click "Reports" within the navigation menu on the left side of the screen.

2. Within the Report Template Library that opens, click the 'more options' icon to the right of the template you want to edit.

3. Click "Edit" to open the Report Builder screen and make your edits.

The Report Builder saves in real-time, so you can click "Reports" to return to your template bank once you are finished creating your report template.

How to Delete a Report Template

Follow the same instructions as above, but instead of clicking 'edit' when you click the more options icon, click 'delete' instead. 

Note: Deleting a Report is an irreversible action. Do not delete a report template unless you are 100% certain you want to do so.

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