How do I edit or delete an existing Marketing Effectiveness report?

NOTE - A report can only be edited or deleted if your user account is assigned to a Role with 'Create' access to the corresponding report type.

To edit an existing Marketing Effectiveness Report: 

1. Go to Reports > Marketing Effectiveness.
   
   
2. Under All Reports, locate the Marketing Effectiveness Report that you would like to edit. If needed, you can use the search bar located on the right-hand side of the page to help locate the report.
   
   
3. Click on the name of the report to open it.
    
4. Make any changes to the report configurations or filters that you would like (for more details regarding specific report types or filters, please see the help article for creating that type of report).
    
5. Click Apply when you are ready to update your report with your configured settings and filters.
   
   
6. Click Save to retain your changes. 
   
   Note: If you would like to preserve the original report, make sure you choose Save As instead of Save.
   
   
   

To delete an existing Marketing Effectiveness Report: 

1. Go to Reports > Marketing Effectiveness.
   
   
2. Under All Reports, locate the Marketing Effectiveness Report that you would like to edit. If needed, you can use the search bar located on the right-hand side of the page to help locate the report.
   
   
3. Hover your mouse over the name of the report that you wish to delete. If you have permission to delete the report, you will see a Delete icon appear in the bottom right corner of the box.
   
   
   
   
4. Click the Delete  icon, and the Confirm Delete dialog box will appear. 
   
   
5. Click Delete to permanently remove the report from the system.

Caution: Deleted reports cannot be restored. If you are not the report's creator, please consult with that person before deleting the report.