Sage CRM’s Report Category makes it easy for users to classify and organize reports in the Report tab. Sage CRM by default provides various Report Categories related to different entities. Also, System Administrator has the provision to create new categories as per the Business.
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Suppose, User mistakenly creates a Report Category or makes a Typo error while creating a Report category. Or if he wish to delete any of the Report category which is no longer in use. Sage CRM does not currently have any provision for deleting report categories from frontend. Thus the only option left is to delete them from backend.
Report categories can be deleted by following below mentioned steps.
- To do this, open SQL management studio and execute below query-
declare @targetCategory nvarchar (120)
set @targetCategory = <>
— Reassign existing reports to the General category
update Custom_Reports set Repo_Category = N’General’
Where Repo_Category = @targetCategory
— Reassign existing reports to the General category
update Custom_Reports set Repo_Category = N’General’
Where Repo_Category = @targetCategory
— Remove the report group
update Custom_Captions set Capt_Deleted = 1
where Capt_Code = @targetCategory and Capt_Family = N’ReportCategory’ and Capt_FamilyType = N’Choices’
update Custom_Captions set Capt_Deleted = 1
where Capt_Code = @targetCategory and Capt_Family = N’ReportCatDesc’ and Capt_FamilyType = N’Tags’
update Custom_Tabs set Tabs_Deleted = 1
where Tabs_Caption = @targetCategory and Tabs_Entity = N’ReportsTabGroup’
go - Once done, execute metadata refresh and check.