Delete Report from Automation

These steps explain how to delete the automation settings for a standard report.

  • These steps are helpful in cases where an employee is no longer working at your credit union and their report-automation settings are no longer needed.

  1. Launch Tool #759 Report Automation - Standard Reports.

  2. Select the report you’d like to delete from automation.

  3. Click Delete report settings.

  4. Click Delete to confirm.

Learn More

Learn more about report automation.

Get detailed information about report automation.