Delete an In Use Category

If you need to delete a category that is in use you’ll need to move all the objects (child categories, charts, data connections, objects, reports or schedules) in the category into another category or delete them all.

To do this, click ‘Dashboard Configuration’ and then choose the ‘Category Access’ tab.

Tick the Category that you want to delete.

Tick all of the boxes at the top of the screen to see the objects in this Category.

Open

Select the Objects that you want to move or delete in one of the sections by ticking the relevant boxes. The ‘To Move’ and ‘To Delete’ options will now be available at the bottom of the screen.

To delete objects, click the ‘To Delete’ button and then click ‘Delete Selected’.

Open

To move selected objects, click the ‘To Move’ button, choose the category that you want to move the objects to and then click ‘Move Selected’.