Deleting Reports and Dashboards

Transcription

1 Deleting Reports and Dashboards This guide provides the steps needed to: Delete a report template you have created Delete a dashboard (report with dashboard prompts) you have created Delete a report link you may have added to a shared or personal dashboard xxx DELETING A REPORT TEMPLATE 1. From the SPS Reporting Home Dashboard, click the Manage Templates link in the Actions You Can Take box.

2 2. In the Folders field, open the folder that contains the template you want to delete. 3. Once you have located the template or dashboard you want to delete, click More and select Delete. 4. Click OK to confirm the delete. 5. Repeat steps 3 and 4 if you would like to delete additional reports. Helpful Hints My Folders contains your saved report templates. Shared Folders contains report templates shared with other authorized users. To see more detail about when the report was created, click the More icon and select Properties. 2

3 xxx DELETING A DASHBOARD REPORT WITH FILTERS 1. From the SPS Reporting page, click any of the Report Dashboard tabs (all of these tabs, with the exception of Executive Dashboards, expose the next link needed to delete dashboards). 2. Once you have opened any of the Report Dashboard tabs, the Report Template links will be visible. a. To delete a shared report with filters: Click the Templates (Standard Fidelity & Shared) link on the right. In this example, we are choosing the Grant Templates (Standard Fidelity & Shared). b. To delete personal dashboard reports with filters: Click Your Report Templates. 3. From the Templates page, click Page Option and select Edit Dashboard. 3

4 4. From the Dashboard Editor page, find the link to the dashboard you wish to delete. It is typically located in section 3, the middle column. 5. Hover your cursor over the dashboard you would like to delete, and click the red X that appears in the upper right-hand corner of that dashboard. Note: This step removes the link to the dashboard from the Templates page. It does not delete the dashboard itself. 6. To delete the dashboard itself, click the Tools menu at the top of the page and select Dashboard Properties. IMPORTANT: Do not click the delete icon on this part of the page. If you do, your entire dashboard will be deleted. 4

5 7. Scroll down the list under Dashboard Pages and click the line showing the dashboard you wish to delete. Then click the red X icon in the Dashboard Pages section. This deletes the dashboard. 8. Click OK. 9. On the Dashboard Editor page, click the Save icon. 10. Once the word Saved appears, click the Run button. This will take you back to the Templates page. Helpful Hints If you are on the Shared Dashboard Properties page, all of the Standard Fidelity Reports (Dashboard) are listed. These dashboards should not be deleted. Shared dashboards are defaulted to the bottom of the list unless moved up. The link to get to the shared dashboards will vary depending on the tab selected. For deleting purposes, the tab selected does not impact your ability to delete a shared dashboard. 5

6 Learn More If you have additional questions about deleting reports and dashboards in PSW, please contact your Client Service Manager for more information. FOR PLAN SPONSOR USE ONLY. Sample scenarios are for illustrative purposes only. Fidelity does not provide legal or tax advice. The information herein is general in nature and should not be considered legal or tax advice. Consult an attorney or tax professional regarding your specific situation. The Fidelity Investments and pyramid design logo is a registered service mark of FMR LLC. Recordkeeping and administrative services are provided by Fidelity Stock Plan Services, LLC, or by your company and its service providers. Fidelity Stock Plan Services, LLC. Fidelity Brokerage Services LLC, Member NYSE, SIPC 2016 FMR LLC. All rights reserved