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How to Delete a Sales Analytics Report

Ray avatar
Written by Ray
Updated over a week ago

If you need to remove a Sales Analytics report that is no longer relevant, follow these steps:​

Step 1: Access Sales Analytics

  1. Log in to your Revlitix account.

  2. Navigate to the Sales Analytics module from your dashboard.

Step 2: View All Analytics

  • Click on the View All Analytics button within the Sales Analytics section.

  • This will show you the complete list of reports available to you.

Step 3: Click on Options

  • Find the report you want to delete.

  • Click the Options icon (three dots) next to that report to view available actions.

Step 4: Select 'Delete'

  • From the dropdown menu, click on Delete.

  • This will prompt a confirmation message to ensure you want to proceed.

Step 5: Confirm the Deletion

  • Click Delete again in the confirmation dialog to permanently remove the report.

By following these steps, you can easily remove outdated or unnecessary reports, helping keep your analytics organized and focused on what matters most.

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