When deleting a Report, Page, or Chart in Crelate, you'll want to be cognizant of what you are removing.
Prior to discussing deleting a report, we'll discuss the 3 main components of reports.
Item #1: Report - This includes the overall report, the pages, as well as any chart within each page. The goal here is to create reports as your top-line form of organization.
Item #2: Page - Consists of charts. The pages ultimately help to group and organize your data on specific pages.
Item #3: Charts - The individual data points. This is where you'll have the actual nuts and bolts of your reporting.
To permanently remove a report, including all of its pages and charts, follow these steps:
Select the report you want to delete.
Go to Configure Report > Delete This Report.
When prompted, type “I Understand” to confirm the deletion.
⚠️ Note: Once confirmed, the report and all associated content will be permanently deleted and cannot be recovered.
If the overall report is still valid but you want to remove a single page (including all charts on that page), follow these steps:
Select the page you want to delete.
Go to Configure Page.
Choose the option to delete the page from your report.
⚠️ Note: Deleting a page will also remove all charts contained within it. The rest of the report will remain intact.
To remove a chart within a page:
Select the chart you want to delete.
Single‑click the chart; a blue outline will appear to confirm it’s selected.
Click the three‑dot menu on the chart.
Choose Delete.
⚠️ Note: Deleting a chart will permanently remove it from the page. The rest of the page and report will remain intact.
What's Next?
Looking for a full reporting guide? Check out our overview below as well as some more specific advanced reports!