How do I edit or delete a report or file in the copied reconciliation?

Short Answer: Use the pencil icon to edit and the trash icon to delete a report or file from the report card. Icons appear in the report's dashed area.

PreRequisites

1. Open the 'Copy reconciliation' page.

2. Permission to edit or delete reports/files.

Steps

1. Locate the report card that contains the file or report you want to change for example, Amazon or Books.
   You see the pencil and trash icons in the report card.

2. Click the pencil icon to edit the report or file details.
   Editing UI appears and fields become editable.

3. Click the trash icon to delete the report or file. If prompted, confirm the deletion.
   The report or file is removed from the report card.

4. Review the report card to ensure the desired item is edited or removed.
   Report card reflects the edit or deletion.

Troubleshooting

1. Pencil or trash icons are missing or disabled.
   LikelyCause: You lack edit/delete permissions or this report is protected.
   Action: Contact an admin to obtain permission or to perform the edit/delete.

2. Deleted item reappears after refresh.
   LikelyCause: Deletion did not complete on the server or a cached view is shown.
   Action: Refresh the page and retry deletion; if it persists, contact support.

Note: The trash icon for 'Delete report' is shown in red in the action menu and should be used with caution.