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Delete standard reports

Editing, renaming, or removing standard reports in PeopleXD Insight.

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Written by Charlotte Alderson
Updated over a month ago

Insight users aren't able to amend a standard report, they're only able to view it. If updates are needed, the recommended process is to clone the original report. The new copy can then be updated. Follow the below steps to complete this.


​Note: First, ensure the user account has all the required accesses.
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  1. From the dashboard menu search bar, enter and select Insight, then click the Admin Areaicon.

  2. Enter the report name in Search Reports, then click the searchicon.

  3. Click the three-dotmenu against the report, then click View.

  4. Click CANCEL, then click ACTIONS.

  5. Click Clone, then enter a new report name in Name.

  6. Click OK, then click CANCEL.

  7. Click Actions, then click Edit.

The user can now make changes to the cloned report.

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