How to Delete a Saved Report
Overview
Sumac allows users to save report settings for reuse. If you have saved reports you no longer need, you can delete them through the Manage dialog.
Who can delete a saved report:
- Any user can delete reports they personally created (own).
- Administrators can delete any saved report in the system, including shared reports created by other users.
- Non-administrators cannot delete shared reports that belong to someone else — those reports will not appear in their Manage dialog at all.
If a user needs a report deleted but doesn't own it, an administrator must delete it.
Steps:
- Open the report type you want to manage (e.g. Outcome or Quick Count).
- Click the Load report settings button.
Click the Manage Report Settings link.
This opens the
Manage Report Settings dialog, listing all reports you have permission to manage.
Each row shows:
- Check the Delete checkbox next to the report(s) you want to remove. The Shared and Owner controls for that row will disable automatically.
- Click OK to confirm. The selected reports will be permanently deleted.
Please Note:
- Deletion is permanent — there is no undo.
- You can also use this dialog to toggle a report's shared status without deleting it.
- The Owner column is only visible to administrators.