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Deleting Report Groups

Deleting Report Groups​

To delete a report group:

Note: Standard system reports cannot be deleted.

  1. From the main Reports screen, select the report you want to copy or edit and select Tools from the Menu bar The following drop-down menu appears:

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    Image Description

    The Reports toolbar ribbon showing the Tools tab selected. The Report Actions section displays buttons for: Add a New Report, Edit the Report Details, Edit the Crystal Report, Remove a Report, Copy a Report, Set selections for a report, Synchronize System Reports, Create a New Report Schedule, and Modify Report Groups.

  2. Select Modify Report Groups from the list and the Report Groups screen appears:

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Image Description

The Report Groups dialog window. The toolbar ribbon shows the Home tab with buttons for Save, Cancel, New Group, Edit, List, and Delete under the Actions group. The left side shows a Select Group tree with expandable groups including: All, Accounts, Assets, Contacts, Customers, Jobs, Products, Suppliers, and Totals. The right side shows Group Details with fields for Name, Sequence (set to 0), and a Security section listing User Groups (Unlinked, Accountant, Managers, Admin Staff, Purchasing, Sales, Service, and additional numbered User Groups) with checkboxes. Allow Access and Disallow Access buttons are at the bottom right.

Select a report group, e.g. Debtor Reports and select 'Delete' from the menu bar.