Deleting a vision
This content was translated using artificial intelligence. To request a review, please email documentacao_se@softexpert.com.
Prerequisites
- Access to a view created from a query, a portal, or an analytics dashboard.
- Access the menu File > Analysis Panel (AN003).
Presentation
Over time, it's common for some views to become obsolete or redundant due to new analyses being created. To maintain an organized and efficient environment, SoftExpert Analytics allows you to delete views that are no longer useful.
By removing these views, the user avoids accumulating unnecessary information, improves navigation clarity, and ensures that only truly relevant views remain available for consultation.
Here's how to delete views:
Deleting a vision through the query screen
1. Access the menu where the query was performed and the view was created.
2. Click the Reports button and access the My Reports tab.
3. Click on the view you want to delete to open its editor.
4. In the view data , click on the three dots that appear in the upper right corner of the screen.
5. Click the Delete option and confirm the operation.
Deleting a vision through the analysis panel file menu
1. Access the menu File > Analysis Panel (AN003).
2. Search for and select the analytics dashboard to which the view is associated.
3. In the third quadrant of the menu, select the view you want to delete.
4. Click the button 
in the sidebar toolbar and confirm the operation.
If the deleted view is linked to a portal, the corresponding card will remain visible. However, the system will display an error message indicating that the record was not found and therefore the view cannot be loaded.
Conclusion
Deleting views that are no longer used helps keep the system organized and allows you to focus only on truly relevant analyses.