Reporting › Organizing Dashboards in Menus › Add a Menu

Add a Menu

Custom menus let you organize dashboards and make them available to selected roles. Administrators and designers can create custom menus and can select dashboards for each menu.

A custom menu is not available to any users until the administrator edits a role to include it. The role must, in turn, be assigned to a user account.

Follow these steps:

1. Log in as a user with the required administrative role rights.
2. Navigate to the Manage Menus page.

   The Manage Menus page displays the current list of menus.

3. Click New.

   The Add Menu page opens.

4. Supply values in the following fields:

   Name

   Is a name for the menu. This name appears when you click the Dashboards tab.

   Description

   (Optional) Describes the menu to help other operators identify it.

5. Select a dashboard in the Available list that you want to include in the menu.

   

6. Click the right arrow.

   The dashboard moves to the Selected list.

   Use Shift + Click or Ctrl + Click to select multiple dashboards. Use the up and down arrows to change the order of the dashboards in the menu.

   Note: A maximum of 20 dashboards can be assigned to a single menu. An error message appears if you try to add more than 20 dashboards.

7. Click Save when you have finished creating menus. Or click Save & Add Another to save the menu and add another menu.