1. Remove a Portfolio Custom Template
1. If you want to delete a Custom Report Template within a Portfolio, click the ‘Settings’ tab from the left side bar of the page. Once done, navigate to the ‘Report Templates’ section then ‘Custom Templates’. Click the delete icon or the name of the Custom Template.
2. Once you reach the ‘Edit Portfolio Template’ page, click the ‘Delete’ button as shown below.
3. A pop-up window will appear for confirmation. Click ‘Confirm’ button to proceed.
