Menu Customizing

This feature lets you customize the report menus that a user sees in Reports & Analytics. You can show or hide reports, as well as move them in different folders across all users. This feature is especially useful if your organization only uses certain reports and does not wish to clutter your left hand menu with unused or irrelevant data.

The menu changes apply to all users who access the report suite. However, users can restore a menu’s default configuration while using the report suite.

NOTE

Any change in menu structure does not affect Report Builder. Renaming a report will, however, be reflected in this tool.

Menu Customization Descriptions

Calendar Description
New Folder Adds a new folder above the currently selected item. Note that you must add at least one report to a folder before the folder is visible.
Rename Lets you change the name of the currently selected item.
Default Name Restores the default name of the currently selected item.
Toggle Visibility Hides (displays) the currently selected item. Hidden items appear with a gray line pattern in the Menu Customization page.
Delete Removes the currently selected item from the menu.
Restore Defaults Restores the menu to its original state.

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