{"id":22017,"date":"2019-05-13T05:49:02","date_gmt":"2019-05-13T05:49:02","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=22017"},"modified":"2019-05-13T06:22:27","modified_gmt":"2019-05-13T06:22:27","slug":"deleting-report-categories-of-sage-crm-from-backend","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2019\/05\/13\/deleting-report-categories-of-sage-crm-from-backend\/","title":{"rendered":"Deleting Report categories of Sage CRM from Backend"},"content":{"rendered":"\n<p>Sage CRM\u2019s 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.<\/p>\n\n\n\n<p><em><strong>New Stuff: <\/strong><\/em><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2019\/05\/09\/dynamics-365-crm-sage-100-integration\/\">Dynamics 365 CRM \u2013 Sage 100 ERP Integration: Changing the Way Businesses Operate<\/a><\/p>\n\n\n\n<p>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.<\/p>\n\n\n\n<p>Report categories can be deleted by following below mentioned steps. <\/p>\n\n\n\n<ol class=\"wp-block-list\"><li>To do this, open SQL management studio and execute below query-<br> declare @targetCategory nvarchar (120)<br> set @targetCategory = &lt;&gt;<br><br>&#8212; Reassign existing reports to the General category<br> update Custom_Reports set Repo_Category = N&#8217;General&#8217; <br> Where Repo_Category = @targetCategory <br><br>&#8212; Reassign existing reports to the General category<br> update Custom_Reports set Repo_Category = N&#8217;General&#8217; <br> Where Repo_Category = @targetCategory <br><br>&#8212; Remove the report group<br>update Custom_Captions set Capt_Deleted = 1 <br>where Capt_Code = @targetCategory and Capt_Family = N&#8217;ReportCategory&#8217; and Capt_FamilyType = N&#8217;Choices&#8217; <br><br>update Custom_Captions set Capt_Deleted = 1 <br>where Capt_Code = @targetCategory and Capt_Family = N&#8217;ReportCatDesc&#8217; and Capt_FamilyType = N&#8217;Tags&#8217; <br><br>update Custom_Tabs set Tabs_Deleted = 1 <br>where Tabs_Caption = @targetCategory and Tabs_Entity = N&#8217;ReportsTabGroup&#8217;<br>go <\/li><li>Once done, execute metadata refresh and check.<\/li><\/ol>\n","protected":false},"excerpt":{"rendered":"<p>Sage CRM\u2019s 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. New Stuff: Dynamics 365 CRM \u2013 Sage 100 ERP Integration: Changing\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2019\/05\/13\/deleting-report-categories-of-sage-crm-from-backend\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[19,102,219,220,317,332,335],"tags":[3848,3847,1920,3849],"class_list":["post-22017","post","type-post","status-publish","format-standard","hentry","category-administrator","category-database-sage-crm","category-list","category-lists","category-report","category-sage-crm","category-sage-crm-2018-crm72","tag-deleting-report-categories-of-sage-crm","tag-deleting-report-categories-of-sage-crm-from-backend","tag-report","tag-report-categories"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Deleting Report categories of Sage CRM from Backend - Sage CRM \u2013 Tips, Tricks and Components<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2019\/05\/13\/deleting-report-categories-of-sage-crm-from-backend\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Deleting Report categories of Sage CRM from Backend - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"Sage CRM\u2019s Report Category makes it easy for users to classify and organize reports in the Report tab. 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