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Archive Reports in Office Cloud

Archive Reports in Office Cloud

If you want to remove a report from the Reports page, use the Archive feature. Archiving will remove reports you no longer want to include in your master reports list, however, it will not permanently delete the report. You can view all archived reports and return them to the Reports page when needed. To archive a report, do the following:

  1. From the Menu, select Reports. The Reports page opens.

    MenuReports.jpg

  2. To archive the report, click the checkbox next to the report name. Then select Archive.

    ArchiveReport.jpg

To view reports you have archived, do the following:

  1. From the Reports page, click View Archive. The Archived Reports page opens.

    ViewArchive.jpg

  2. To restore a report, hover over the report you want to restore. Then click Restore.

    Restore.jpg

For more information on reports in Office Cloud, see the Working with Clients and Accounts guide in Morningstar Office Academy.

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‎02-28-2019 11:06 AM
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