7.4 Portfolio Default Settings – Delete a Custom Report Template : FOCUS Knowledge Base

7.4 Portfolio Default Settings – Delete a Custom Report Template Print

Created by: Sheila Esmas

Modified on: Tue, 22 Sep, 2026 at 6:45 PM

1. Portfolio Default Settings – Delete a Custom Report Template

1. Within the Portfolio Defaults Settings page, scroll to the ‘Report Templates’ section then ‘Custom Templates’. Click the Trash Icon of the Custom Template that you want to delete.

2. A popup window will appear for confirmation. Click the ‘x Confirm’ button to proceed with the deletion.

Sheila is the author of this solution article.

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7.4 Portfolio Default Settings – Delete a Custom Report Template Print

1. Portfolio Default Settings – Delete a Custom Report Template

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