How do you delete and edit CSV export templates?
Hi @Maura_O, great question!
There are two different places you can create an export template, so I'll cover both for you.
These instructions apply to templates you created in your Settings > Account > Preferences section. Use the red Delete to remove the template.
If you created a policy template that multiple policy admin can use, navigate to Settings > Policies > Group > [Policy Name] > Export Formats. From here use the red Delete button to remove the template.
I hope this helps. Also, welcome to the community!
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