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Use this page to remove a Data Source that should no longer be available for future Templates or Reports.

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Objective

Remove a Data Source connection from Reporter. For example, delete a Data Source when an external reporting database was retired, a temporary migration connection is no longer needed, or operators have moved to a replacement connection.

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When to use

Use this task when:
  • the database connection is retired;
  • no current Template or reporting process should use it;
  • a replacement Data Source exists, if the process continues;
  • the connection was created by mistake and should not remain available.
Do not delete a Data Source just because it is not part of the current operator journey. Internal product Data Sources may be preconfigured for other Templates or future Reports. Do not delete a Data Source just because a connection test failed. If the connection is still needed, edit and test it instead.

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Before you start

Confirm:
  • no active reporting process depends on the connection;
  • current Templates do not rely on fields from this Data Source;
  • operators know which replacement Data Source to use;
  • the connection is not only failing temporarily because of credentials, network, schema, or SSL settings.
Reporter refuses to delete a Data Source that a live Template still references. Update or delete those Templates first.

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Step by step

1

Open Data Sources

Go to Data Sources.
2

Find the connection

Locate the card for the Data Source you want to delete.
3

Open the delete action

Click the three vertical dots () on the card and select Delete.
4

Confirm deletion

In the Delete Connection dialog, review the connection name and confirm the deletion.
5

Check the list

Confirm that the Data Source no longer appears on the Data Sources page.

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Field guide

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Expected result

The Data Source is removed from the active list. Reporter only completes the deletion after no live Template references the connection.

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Common errors and care points

Reporter blocks the deletion when a live Template references the connection. Update or delete those Templates first.
If the connection is still operationally needed, edit credentials or SSL settings and run Test Connection.
If the reporting process continues, create and test the replacement Data Source before deleting the old one.

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Next steps

API equivalent

Delete connection endpoint