1. Portfolio Default Settings – Delete a Custom Report Template
1. Within Company Profile ‘Default Settings’ section, scroll to the ‘Portfolio Settings’ and then click the ‘Portfolio’ link as shown below.
2. Once done, you will reach 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.
3. A popup window will appear for confirmation. Click the ‘x Confirm’ button to proceed with the deletion.
