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Custom Formats

Delete a custom format

Follow these steps to delete a custom format.
  1. Select
    Setup
    , then
    Custom Formats
    .
  2. Right-click the format name in the list of custom formats.
  3. Select
    Delete
    .
  4. Select
    Yes
     to confirm.
You can hide a custom report format by removing it from security groups.
  1. Select
    Setup
    , then
    Security Groups
    .
  2. Select the security group.
  3. Select
    Edit
    .
  4. Expand the security tree to
    Practice CS
    ,
    Menu
    ,
    File Menu
    ,
    Print Reports
    , then
    [report group in which the custom report format resides]
    .
  5. Clear the custom report format selection by unmarking the checkmark next to the format name.
  6. Select
    Enter
     to save the changes.
  7. Repeat steps 2 through 6 for each security group assigned to staff you don't want to have access to the custom report format.

This article applies to:

  • Product: Practice CS