How to delete a scheduled report

To delete a report you have scheduled for a client, navigate to TC Wealth > Reporting > Reports > "Scheduled" tab. 

In this screen you will see all the reports you have scheduled for your clients. To remove a report, click on the one you want to remove (it will highlight blue) and then click the "Delete" button in the top righthand corner. 

If your client is receiving a report, but you do not see it in this list, it means it has been scheduled by someone else. The person who scheduled the report will need to remove it from their own TC Wealth login.