Overview

Saving and sharing reports is a great way to communicate information in PI to all who need it. Over time, you may find that you have reports you no longer need or someone shared a report with you that you don't want. Below will show you the different options for you.

TIP: Before sharing a report with anyone, you should be a good report citizen and make sure that person really wants the report. 

Deleting a Saved Report

Deleting a report you saved is really easy. 

1. Go to the reports menu
2. Click the 3 dots on the report card for the report you'd like to delete
3. Select the "Delete" option

Hiding a Report Shared with You

Sometimes you want to hide a report that someone shared with you. This does not delete the report, but it hides it from your view. 

1. Go to the reports menu
2. Open the Shared section
3. Click the 3 dots on the report card for the shared report that you'd like to hide
4. Select the "Hide" option

Deleting a Report Shared with You

Sometimes you want to delete a report that someone shared with you. This will completely delete the report from all users' logins. 

1. Go to the reports menu
2. Open the Shared section
3. Click the 3 dots on the report card for the shared report that you'd like to hide
4. Select the "Delete" option

Taking Ownership of a Report Shared with You

Sometimes you may want to take ownership of a report.  For example, if the user that originally shared the report is no longer with your company and you want to manage the report now. This is how you'd do it.

1. Go to the reports menu
2. Open the Shared section
3. Click the 3 dots on the report card for the shared report that you'd like to hide
4. Select the "Take Ownership" option