Objective
Delete a retired Template from the Templates page. For example, delete a Template when a new layout replaces the old one. Delete it when the report obligation no longer exists. Delete a Template created by mistake that has no operational use.
When to use
Use this task when:
- the Template is retired.
- operators should no longer select it when generating Reports.
- a replacement Template already exists, if the reporting process continues.
- the Template is incorrect and should not remain available.
Before you start
Confirm:
- no active reporting process depends on this Template.
- operators do not use it for the current reporting cycle.
- a replacement Template exists when you still need the report.
- you downloaded or archived any generated Reports that need external storage.
Step by step
1
Open the Templates page
Go to Templates.
2
Find the Template
Locate the Template you want to remove. Check its name carefully if multiple Templates have similar names.
3
Open the delete action
Click the three dots () in the Actions column and select Delete.
4
Confirm deletion
In the Confirm Deletion dialog, review the Template name and confirm the deletion.
Field guide
Expected result
The Template is removed from the Templates page and is no longer available in the Generate Report wizard.
Common errors and care points
Deleting a Template still used by operators
Deleting a Template still used by operators
You cannot generate future Reports from the deleted Template. Confirm the replacement workflow before deletion.
Deleting instead of updating
Deleting instead of updating
Update the Template instead of deleting it if you still need it. Take this path when the layout, output format, or name is wrong.
Assuming generated Reports disappear
Assuming generated Reports disappear
Generated Reports remain available on the Reports page. Deletion only removes the Template from future use.
Next steps
- Use Add a Template if you need a replacement Template.
- Use Update a Template to correct the Template instead of removing it.
- Use Managing Templates to review the active Template list.

