Delete or deactivate a CRW report

Custom Report Writer (CRW) reports can be added to most application menus. However, they’re created and managed from the Custom reports list. The Custom reports list is found in either Customization Services or Platform Services, depending on your company subscriptions.

This topic shows you how to delete or deactivate a CRW report from the list of available custom reports, if it’s no longer needed by your organization.

When you delete a report or graph, it is gone forever. You cannot recover deleted objects. Making a report or graph inactive removes it from the list, while still being available should you need to make it active again.

Inactivating a report or graph is preferred over deletion. That way it is still available, maybe even years later. For example, as the result of an audit or, should a copy of the report be needed for legal reasons, you can reactivate and run it. If the graph or report was deleted, you would have to completely recreate it.

By inactivating a report or graph, no one can use it and it does not appear in lists. This safeguards the original while you make changes to a copy. You are assured the original report or graph is safe should you ever need to restore it.

Delete a custom report

1. Go to Customization Services or Platform Services > All > Custom reports.

2. Find the report you want to delete.

3. Select Delete.

   Depending on your user preferences, the system might prompt you to confirm the deletion.

Deactivate a custom report

Deactivating a report removes it from lists within your company. When you deactivate a custom report, it will not appear on the Custom reports list unless Include inactive is selected.

1. Go to Reports > All > Advanced > Custom reports.

2. Find the report you want to deactivate and select Edit.
3. Go to the Save and add to a menu step.
4. Set the Status to Inactive at the top of the list.
5. Save the report.

Reactivate a custom report

If you deactivate a report and later want to reactivate it, you first need to see the report in the list.

1. Go to Reports > All > Advanced > Custom reports.

2. At the top of the list, select Include inactive. The inactivated report appears in the list.

   Don't see Include inactive on your page?

   The most common reason that you do not see this feature is that you're using a custom view.

   When you select a custom view, some options are hidden. Depending on the page you're on, the Include inactive, Include one-time use, Include private, and Display hierarchy options are not visible. For example, if you're viewing from a custom view, the Financial Reports list will not provide the Include inactive option.

   To see the options again, switch back to View All. See Custom views for more information.

3. Find the report and select Edit.
4. Select the This report is active checkbox on the Report Info tab.
5. Save your changes. The report is once again active.