Custom Menu Setup - Reports Menu Editors

 

To access the Custom Menu Setup options, go to the top right corner of the screen and click the settings icon . Then click My Reports or Public Reports to open.

 

The Menu editor allows you to create, re-name, remove, and re-arrange folders. Reports that have not been designated as Public will be listed under the folder names where they were saved.

 

NOTE: Users with View access will be permitted to open the Public Reports Menu Editor but will not have the ability to make changes.

Graphical user interface, text, application, email

Description automatically generated

Figure 11: Example of Menu Editor

 

§ Expand/Collapse All - These buttons are used to collapse or expand all folders at once.

 

§ Up/Down - Click on (select) a folder, then use the Up and Down buttons to move selected reports or folders up or down in the viewable list.

 

§ Other Options - You can also create a New Folder Logo

Description automatically generated with medium confidence and/or Remove A picture containing logo

Description automatically generated or Rename   them at any time. Hitting theIcon

Description automatically generated will accept your changes or you can press ‘X ‘to exit without saving the change.

 

NOTE: Folders containing reports cannot be removed until they are empty.