Schedule or edit a report
Edit a non-compliance report's filters or delete unneeded reports.
Open in dashboardReports
Overview
Non-compliance reports can be edited after generation โ adjust the date range, filters, or name and re-generate. Compliance reports are locked once produced.
When to use it
- Tweaking filters on an existing sales / commission report
- Correcting a wrong date range
- Renaming a report for clarity
- Deleting an old or erroneous report
How to use it
Video tutorial coming soon
- Go to Reports.
- Find the report (filter by type if needed).
- Edit (non-compliance only) โ row menu โ Edit โ change filters / dates โ Save. A new generation is queued.
- Delete โ row menu โ Delete โ confirm.
Tips & gotchas
- Compliance reports cannot be edited โ their format is fixed by regulation.
- Editing creates a fresh generation; the old output is replaced.
- Deleting is permanent โ there's no undo.
- The 90-day retention applies regardless of edits.