Delete a Report Profile

Use the Report Profiles submodule to delete report profiles.

To use the Report Profiles submodule, you must have access to Settings as defined in the Employee cross-company access submodule under Settings.

To delete a report profile:

  1. On the main toolbar, click Settings .
  2. If you have more than one company in your system, use the drop-down list above the left pane of the Settings screen to select the company containing the report profile that you want to delete.
  3. In the left navigation pane of the Settings screen, 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 successfully. The report profile is removed from the Profile drop-down menu.