Skip to main content

Clean-Up Saved Reports Dashboard

Distributor steps for finding and deleting old or unused saved reports in Encompass using the Saved Reports dashboard's Not Run in 30/90 Days lists. Requires v22.01+.

B
Written by Bailey Naas-Thornton

Minimum Version Required: 22.01

Steps

How to Find and Clean Up Old Reports by Last Run Date

1. Using Universal Search, navigate to the Saved Reports Dashboard.
​
2. Click the Recent tab.
​
3. Find reports that have not been run recently using the 'Not Run in 30 Days' or 'Not Run in 90 Days' categories.
​
4. Review results for categorized reports that are no longer needed.
​
5. Click Delete Report to manually and permanently delete the reports that are not being used.

Best Practices

  • Encompass recommends deleting reports that have not been run in the last 60-90 days in order to keep saved reports cleaner for all users so they are able to find what reports they actually need.

Did this answer your question?