Please review the steps outlined below for information on how to delete Account Owner/Account, Transactions, or Form Data from the Dashboard.
Please note: This will permanently delete the associated data from the Dashboard.
Step 1: Select “Delete” from the left, then select the File Type associated with the type of data you wish to delete.
Please note: If you need to delete Form Data, please ensure that you have the proper form type selected from the drop-down.
Step 2: Format the associated CSV template with the appropriate header as well as the associated account owner, account, or transaction IDs that you wish to delete from the Dashboard. A copy of each template can be downloaded from this page by selecting “Download the template”, and are also attached to the bottom of this guide.
Step 3: Once properly formatted, upload the file and then select “Upload File”.
Step 4: The file will undergo validation before the status updates to “Needs Review”. To complete the deletion, for all valid IDs, you will need to select the three dots to the right of the file and then select “Review File”.
Step 5: Next, to approve the data deletion for the valid IDs, select “Approve File”. “Reject File” will update the status of the file to “Rejected” and will not be used to delete the data.
Please note: If you no longer wish to see them within the Dashboard, rejected files can be deleted from the Delete Data page by selecting the three dots to the right of the file.
Step 6: Once approved, the deletion of the associated data will begin processing, and then once complete, the status will reflect as “Complete”, indicating that the deletion was successful.