How to delete or update a record from your reporting data

How to delete or update a record from your reporting data

To assist in your compliance with the General Data Protection Regulation (GDPR), there may be an occasion that you need to remove a record from your reporting data.  As Wink synchronises data across your connectors, when a record is deleted from your source data, the record will then be removed from Wink. 

To remove the record you will need to identify where the record lives in your data source system/connector, and complete the process to delete within those nominated systems.  As an example, you may have a customer record in ServiceM8 and Xero, so you must complete the action to delete that customer record from both systems.  The next synchronisation of your Wink connection to those systems will remove the record accordingly.

To review your Connection details
  1. Login to Wink Reports as an Administration user.
  2. From the Connectors Menu, select the relevant Connector and click on the Status link.
  3. Review the connection status to know when the selected record will be/has been removed from Wink.  Each connector will have a different refresh window, so please review the details carefully to ensure you are within the window for deletion.



    • Related Articles

    • How to view data relevant to a particular person or client

      To assist in your compliance with the General Data Protection Regulation (GDPR), there may be an occasion that you need to view or retrieve all records of a particular person or customer from your reporting data.  To assist in the process of review, ...
    • How to delete a connector and all related data

      To assist in your compliance with the General Data Protection Regulation (GDPR), the following steps can be taken if you wish to Delete a Connector and all related data. Login to Wink Reports as an Administration user. From the Connectors Menu, ...
    • How to delete your account

      To assist in your compliance with the General Data Protection Regulation (GDPR), the following steps can be taken if you wish to Delete your Account. Login to Wink Reports as an Administration User. Click on the Organisation link from the Wink Menu.  ...
    • Add/Update Payment Details

      Created by: Natasha Gromek Modified on: Wed, 29 Nov, 2017 at 10:53 AM To change your credit card details, click on the Billing menu option in the top-right hand corner menu: Then click on the "Update Card Details" button. You will be prompted to ...
    • How to Add a Formula Column to a Report

      Created by: Geraldene Sibi de la Torre Modified on: Mon, 12 Aug, 2019 at 3:16 PM Creating a custom calculation is basic functionality included in the Wink Reports Report Designer which can be easily applied by adding a formula column. Follow these ...