Delete Firm Report Profiles associated with other data
You may receive the following message while deleting a Firm Report Profile:
The Firm Report Profile <Profile_Name> cannot be deleted because it is associated with other data
This message appears when a Firm Report Profile is assigned to a client. You’ll need to remove the Firm Profile from the client before you can delete it from the firm.
Follow these steps to locate the clients that are using the Firm Report Profile and delete it from the client's profile.
- Select .
- Select and edit the Firm Report Profile that you want to delete.
- Change theDescriptionbox by adding a letter or number at the end of the report profile name. It doesn’t matter what you enter, any small change will let you continue to the next step.
- SelectEnterto save the profile.
- The clients that are set up to use the profile will appear on theUpdate Client Report Profileswindow. Make a note of the clients listed in the left column.
- SelectCancel.
- SelectSetup, thenReport Profilesscreen and select the client. Select the report profile and select the delete button. Repeat this step for each client listed from Step 5.Once the profile is deleted from each client, select , then delete theFirm Report Profile.
