If you have added one or more Progress Reports to your opportunity that you no longer need, follow these steps:

  • Navigate to the progress report by going to Manage > title of opportunity > Edit > Progress Reports.
  • Delete by clicking the trash can icon next to the title of the progress report.

Administrator view of Progress Reports screen

A message will appear asking you to confirm the change:

  • Click Delete to delete the report and any associated data. 
    • Any progress report information in progress or submitted will be deleted.
  • Click Cancel to keep the report as is.

Delete Report modal. Are you sure you want to delete this report? Cancel and Delete buttons in lower right corner.

Have more questions about this topic? Go to the Community Forum to pose the question to other users or submit a support ticket to InfoReady.