Delete a report or a file

Three things you might want rid of, and all three are one press away.

A saved report you no longer want.
An uploaded file you no longer want, or uploaded by mistake.
Somebody's access to a file you uploaded.

Nothing here happens without a confirmation, and every confirmation names what it is about to remove.

Delete a saved report

Press Saved reports at the top of the report builder.

The Saved reports screen. Four reports are listed. Each shows when it was saved and when it last ran, and carries buttons for Open, Make a copy, Rename, a schedule button and Delete. The top one also says "Every Monday from about 08:00" and has a button reading "14 kept results".

Saved reports are private to you. Nobody else can see them, so deleting one takes nothing away from anybody else.

Press Delete on the row you want gone. A question appears in its place, with Cancel and Delete the report. Nothing happens until you press the second one.

If the report is on a schedule

A report that runs on a schedule keeps the answer it produced each time. Those kept results are the reason schedules exist: they hold figures from further back than the twelve months of history the app stores.

The results a schedule has kept, listed under the report. Each row says the day it ran and how many rows it holds, and carries Open, Download CSV and Delete.

Deleting the report deletes them too. The confirmation says so, and says it before the press.

The delete confirmation on the scheduled report. It reads: Delete "Delivery cost by cost centre — FY26 to date"? This cannot be undone. It is on a schedule, and the 14 results it has kept go with it. Those figures cannot be built again. The Jira history behind them may already have been deleted.

Kept results cannot be built again. A live report is rebuilt from Jira every time you open it, so deleting one costs you the setup and nothing else. A kept result is different. It holds figures from a day the app may no longer have the history for, because history older than twelve months is deleted. Once a kept result is gone there is no way back to that number. If you only want the report to stop running, take it off its schedule instead — but read the next paragraph first.

Taking a report off its schedule also deletes the results it kept. It asks first, and it says so. The report itself stays.

To keep a figure permanently, open the result and press Download CSV before you delete anything. See Export a report to CSV.

Delete an uploaded file

Press Your data files at the top of the report builder, then Delete on the row you want gone.

The delete confirmation on an uploaded file. It reads: Delete "Salary bands FY26"? Any report using it will stop showing its columns. This cannot be undone. Cancel and "Delete the file" sit underneath.

The file's rows go, its columns disappear from the field list, and the space it was using is free again.

Any saved report built on those columns stays saved. It stops showing them, because they are not there any more. If you meant to correct a file rather than remove it, delete it and upload the fixed one — see Join your own data to Jira data.

You can only delete a file you uploaded. A file somebody shared with you stays where it is — ask the person who uploaded it.

Change who can read a file you uploaded

Press Who can read it on the row.

The sharing box for a file you uploaded. It reads "You uploaded this file, so you always have access to it", then "3 other people can read it:" and lists three Atlassian account IDs, each with a Remove button. Below is a box to add somebody by account ID, and buttons reading Cancel and "Save who can read it".

The list on screen is who can read it besides you. Press Remove beside anybody who should not. Add somebody by pasting their Atlassian account ID and pressing Add.

Nothing changes until you press Save who can read it. What you save becomes exactly who can read the file, so a name left off the list loses their access.

You uploaded it, so you always have access to it. You cannot remove yourself.

A file somebody else uploaded

If a file was shared with you, you can build reports on its columns. You cannot change who else reads it, and you cannot see the list.

Only the person who uploaded a file can see who it is shared with. That works both ways. Nobody can look up who you have shared your file with either. If you need a file's access changed, ask the person whose account ID the box names.

The screen shows account IDs rather than names throughout. Showing names would mean one call to Jira for every person on the list.

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