I created a custom CSV template for exporting reports, but now want to delete an old one. How do I do that?
Hi @ReubenL - you can find the csv reports here : go to the blue settings icon in the upper left hand corner of the screen > Accounts > Preferences > CSV Export Formats - you will see a delete button beside them
@Aussiebandit - Thanks for the help! I was looking for a way to download the report in CSV or Excel.
@ShirlB - so can you please clarify what it is that is needed? You have a custom csv report and you just need to know how to download that report?