Deleting Imported Records
You can delete CSV imported records and exclude them from the SaaS Metrics dashboard computations. Only records imported and processed by the SuiteApp can be deleted using the following steps.
To delete CSV imported records, the role that you are using must have view and edit access to records and pages in the SuiteApp. For more information, see Giving Role Access and Setting Required Permissions for Advanced SaaS Metrics.
To delete imported records:
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Go to Reports > SaaS Metrics > Dashboard.
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On the left pane, click Process CSV Import.
The Process CSV Import page is only accessible if the Primary Record field on the SuiteApp's Preferences page is set to CSV Import.
For more information about setting the Primary Record field to CSV Import, see Prerequisites for Processing CSV Imported Records.
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In the Delete Imported Contracts section, do the following steps:
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In the Contract # field, enter the contract numbers of the records that you want to delete.
Contract numbers must be separated by a comma.
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Click Delete.
Note:-
You cannot click the Delete button when the SuiteApp is still processing records.
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Deletion of imported contracts takes a while to finish. The SaaS Metrics dashboard may not be up to date while the SuiteApp processes the deletion of records.
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To know the processing status of the imported records, click Refresh Processing Status.