Edit or delete a report template

Maintain a template as reporting requirements change.

Edit a template

1. Open AI Reports > Report Templates.
2. Open the template detail page.
3. Select Edit Template.
4. Update the available metadata, guidance, sections, metrics, or chart requirements.
5. Select Save Template. Use Cancel to leave edit mode without submitting the current changes.

Delete a template

1. In the template list, open the template's actions.
2. Select Delete.
3. Review the named target and confirm.

The current interface does not provide a restore action. The service can reject deletion when the template cannot be removed.

Important limitations

• Editing a template does not rewrite a report file that was already generated.
• Do not assume deletion also deletes prior report records; use the records view to verify what remains visible.
• Some deployments can expose the template in read-only mode.

Errors and recovery

If saving fails, recheck required template and section fields. If deletion fails, leave the template in place and use the returned error when requesting support.

Related guides

• Create a report template
• Find report records