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How do I delete a User-Defined Report?

If a report is no longer used by your organization, it can easily be deleted.  Follow the steps below to remove a User-Defined Report from your Fundriver database.

Log in to Fundriver and click on REPORT.

Click on USER-DEFINED REPORTS.

Select the report you would like to delete from the EDIT OR COPY EXISTING REPORT drop down menu.  Click DELETE.

After DELETE is clicked, the report should no longer be available.  Contact Fundriver Support if you are having issues deleting a UDR.

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