Before you start

You need report access and the specific management permissions for archive/delete actions. Confirm the report reference and scope; similarly named reports may describe different periods or versions.

Find the right report

  1. Open Reports and use company/entity or report search.
  2. Apply status/risk filters and choose the sort order. Read the active filters.
  3. Use pagination to inspect other results; the visible page is not the entire library.
  4. Open the intended report and verify its source scope, update date and approval state before exporting.

Use lifecycle controls carefully

Use archive for a report that should leave the normal working list when that action is available. Inspect the available archived view/restore action if you need to recover it. Read delete confirmations and retention restrictions before proceeding.

Managing a report does not delete or approve the assessment, evidence or decision it summarises. A historical export may no longer reflect current sources.

Verify the action

Check the success message and resulting library state. Adjust filters before concluding an archived item was lost. If an action fails, retain its reference/message and resolve the prerequisite instead of repeating destructive requests.

Scheduling, approval and external sharing have their own controls. Do not interpret archive/delete visibility as authority to distribute restricted content.