Duplicate, Hide, or Delete Custom Reports

Your list of reports contains all custom reports you created, all pre-built reports that Illuminate built, and all custom reports your colleagues built and shared with you. This lesson will show you how to hide any custom reports you do not wish to see.

Where to Start

Where to Start

1. Click Reports.

2. Under General, click List Reports.

Duplicate a Report

Duplicate a Report

Click the duplicate icon next to the report you wish to duplicate.

You will now get a pop up with the title of the report copy as "Copy of [Original Report's Name]." You may click in the box and rename the report. Then, select 'Copy Report'. After that, you may make any changes you like.

Hide a Report

Check the Hide? box in front of any report you wish to hide (e.g., if someone shared it with you but you don't plan to use it and don't want it to clutter your report list).

Click Save.  You will see a green confirmation message that your report has been hidden.

Delete a Report

Delete a Report

From List Reports: Click the checkbox next to the report title to delete a report.  You may delete only if you are the creator of the report or have the 'Can Edit' permission. Once you've selected the checkbox, select Delete Report(s) and then Submit at the bottom of the page.

You will receive an "Are you sure about this?" message, if so, click the checkboxes next to Yes. Then, click Delete Report(s). You will see a green confirmation message that your report has been deleted.

Recover Deleted Reports

Recover Deleted Reports

To recover deleted reports, click Reports > Recover Deleted Reports.

Select the checkboxes next to the reports you wish to recover and press Recover Selected Reports.

A green success message will tell you how many reports have been recovered. These will then be back in your List Reports.

Next Steps

Next Steps

If you ever want to see your hidden reports again, simply select Hidden Custom Report on your Type filter list and then click Update.