---
title: "Editing or Deleting a Report Template"
slug: "editing-or-deleting-a-report-template"
updated: 2026-05-10T21:58:37Z
published: 2026-05-10T21:58:37Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.infoodle.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Editing or Deleting a Report Template

Once you've saved a report template, you can easily update its criteria and settings, or remove templates you no longer use.

## Editing a Report Template

1. Select **Reports** from the main menu
2. Under **Your Reports** (on the left sidebar), find the report **template** you want to edit and click on it  

![Image](https://cdn.document360.io/d198920d-a212-4177-85f9-e1abc92e7ab3/Images/Documentation/image-21AI0OUK.png)
3. Make your changes to any of the report criteria
4. Select the **Generate Results** tab  

![Image](https://cdn.document360.io/d198920d-a212-4177-85f9-e1abc92e7ab3/Images/Documentation/image-C3YRN5DI.png)
5. Review your updated settings and criteria
6. Click **Update** current report to save your changes

The template will now be updated with your new settings. The next time you run this report, it will use the updated criteria.

## Deleting a Report Template

1. Select **Reports** from the main menu
2. Under **Your Reports**, find the report template you want to delete  

![Image](https://cdn.document360.io/d198920d-a212-4177-85f9-e1abc92e7ab3/Images/Documentation/image-KMGJ839D.png)
3. Click on the **template** to open it
4. Select the **Create Criteria** tab
5. Scroll down and click the **Delete Report** button  

![Image](https://cdn.document360.io/d198920d-a212-4177-85f9-e1abc92e7ab3/Images/Documentation/image-JSQS7KCV.png)
6. Confirm the deletion when prompted

The report template will be removed from your Your Reports list. Any reports you've already generated from this template will remain — only the saved template is deleted.

Tips

- **You can edit a report at any time** without affecting previously generated reports
- **Deleted templates cannot be recovered**, so make sure you no longer need them before deleting
- If you frequently need to adjust a template, **consider keeping a backup** version with a slightly different name (e.g., "Q1 Finance Report – Archive")

## Related

- [Reports](/reports.md)
- [About Reports](/about-reports.md)