Delete a Template

Remove a template from Reporter when it is no longer required for any regulatory report generation in your environment.

Use this page to remove a Template that should no longer be used for future Report generation.

Objective

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Delete a retired Template from the Templates page.

For example, delete a Template when a reporting layout was replaced by a new one, the report obligation no longer exists, or the Template was created by mistake and has no operational use.

When to use

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Use this task when:

• the Template is retired;
• operators should no longer select it when generating Reports;
• a replacement Template already exists, if the reporting process continues;
• the Template was created incorrectly and should not remain available.

Do not delete a Template just because one generated Report was wrong. Update the Template or the Report inputs, then generate a new Report.

Before you start

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Confirm:

• no active reporting process depends on this Template;
• operators are not using it for the current reporting cycle;
• a replacement Template exists when the report is still required;
• any generated Reports that need external storage were downloaded or archived.

Deleting a Template is permanent. Reports already generated with that Template remain available on the Reports page, but new Reports cannot use the deleted Template.

Step by step

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1. Open the Templates page

   Go to Templates.

2. Find the Template

   Locate the Template you want to remove. Check its name carefully if multiple Templates have similar names.

3. Open the delete action

   Click the three dots () in the Actions column and select Delete.

4. Confirm deletion

   In the Confirm Deletion dialog, review the Template name and confirm the deletion.

Field guide

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Field or label	What to check	Example
Template name	Confirm this is the retired Template, not the replacement. API field: description; Console field: name.	Monthly tax CSV - legacy
Template ID	Technical identifier used by the delete API. The Console selects it when you choose Delete.	018f2f4c-...
Delete	Opens the destructive confirmation flow from the row Actions menu.	Select Delete for the retired Template
Confirm Deletion	Final confirmation before the Template is removed from future Generate Report selection.	Confirm Monthly tax CSV - legacy

Expected result

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The Template is removed from the Templates page and is no longer available in the Generate Report wizard.

Common errors and care points

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Deleting a Template still used by operators

Future Reports that depend on the deleted Template cannot be generated from it. Confirm the replacement workflow before deletion.

Deleting instead of updating

If the Template is still needed but has the wrong layout, output format, or name, update it instead of deleting it.

Assuming generated Reports disappear

Generated Reports remain available on the Reports page. Deletion only removes the Template from future use.

Next steps

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• Use Add a Template if you need a replacement Template.
• Use Update a Template if the Template should be corrected instead of removed.
• Use Managing Templates to review the active Template list.

API equivalent

Delete template endpoint