How do I delete a Financial Review layout?

If you no longer need a financial review layout or have inadvertently created one, it can be deleted. Once deleted, the financial review layout cannot be restored, it must be recreated. This article describes how to delete an financial review layout.

1. Click Financial Review

Click Financial Review
  1. On the Icon Bar, click the Admin button, then click Layouts to expand the menu.
  2. Click Financial Review.

2. Click Delete

  1. Select the check box next to the financial review layout(s) that you want to delete.
  2. Click Delete.

3. Confirm Delete

Confirm Delete
  • Click Ok.

4. View Financial Review Layouts

  • View updated list of financial review layouts.


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