Delete a Report Profile

Use Report Profiles in the Folders, Reports, & Documents submodule in the Settings module to delete report profiles.

To use Report Profiles, you must have access to Settings as defined in User Access Rights under Settings.

To delete a report profile:

  1. On the main toolbar, click Settings .
  2. If you have more than one Company in your WorkBook system, use the drop-down list above the left pane of the Settings page to select the Company that contains the report profile that you want to delete.
  3. In the left pane of the Settings page, click Folders, Reports, & Documents > Report Profiles.
  4. Click the Report Profiles tab.
  5. In the Profile drop-down menu of the grid toolbar, select the profile that you want to delete, and click Delete Current Report Profile on the grid toolbar.
    WorkBook displays a confirmation message that the profile was deleted. The report profile is removed from the Profile drop-down menu.