Reporting Menu

Published Date: 22/03/19

The standard operational reports are located within Settings | Reporting Menu. The console includes the flexibility to customise this menu, so that it better suits your business. You can:

• Create and delete a menu with submenus (one level deep)
• Rename submenus
• Add the same report into multiple submenus
• Shuffle the reports between the submenus.

Things to Consider

• You can create any number of reporting menus.
• You set the active reporting menu within Settings | Configurations | Reporting Menu option. You can set the menu against all locations, or use Location Override to reflect the menu against the selected location.
• Renaming report titles and reordering reports inside a submenu is not available.
• You can upload a logo to display at the top of every report.

What do you want to do?

Create a new Reports Menu
Add a Submenu to the Menu
Move a Report into a Submenu
Edit Submenu Names
Remove a Submenu or Report
Make a Reporting Menu Visible in the NMC
Show a Logo on Reports
Remove or Change the Logo on Reports

Create a new Reports Menu

1. From the sidebar, click Settings.
2. Click Reporting Menu.
3. Click Add.
4. In Basic Information, type a Name and Description for the menu.
5. Click Save.
6. You're ready to Add Submenus and Move the Reports into a Submenu.

Add a Submenu to the Menu

Only submenus which contain reports will be visible within the Reports module.

1. Click Add Category.
2. Type the name of the submenu.
3. Click Done Editing.
4. Click Save once you've finished all edits to this menu.

Move a Report into a Submenu

You can make the same report available in multiple submenus.

1. On the Menu Structure side, click to highlight the submenu name.
2. On the Available Reports side, click to highlight a report in the list.
   You can click multiple reports; each report to be moved will be highlighted blue.
3. Click Add to Category.
   The selected reports are moved into the chosen submenu.
4. Click Save once you've finished all edits to this menu.

Edit Submenu Names

1. Click Edit Category Names.
2. Edit the submenu names as required.
3. Click Done Editing.
4. Click Save once you've finished all edits to this menu.

Remove a Submenu or Report

If you remove a submenu, all reports which are listed within it are also removed.

1. Click to highlight the submenu or report to remove.
2. Click Remove.
3. Click Save once you've finished all edits to this menu.

Make a Reporting Menu Visible in the NMC

The default reporting menu uses DEFAULT_MENU.
You can set a customised menu against all locations, or use Location Override to select different reporting menu structure for various locations.

1. From the sidebar, click Settings.
2. Click Configurations.
3. Click Reporting Menu.
4. Choose which location to assign the reporting menu against:
   To assign a global menu, in Default Value type the Name of the menu.
   To assign a menu to a specific location, click Add Location Override, to select the Location and enter the Name of the menu.
5. Click Save.

Show a Logo on Reports

The configured logo shows at the top of every report listed in the Reports menu.

File specifications:
Maximum image dimensions: 300px x 100px.
Recommended Resolution: 300 dpi, but any resolution is accepted.
Consider if you prefer a transparent background for your image; the logo shows against a grey report background in the NMC, and a white background when printed or exported.

1. From the sidebar, click Settings.
2. Click Configurations.
3. Click Report Logo.
4. Either type the the url of the image saved on your server, or click Browse to save the image in the portal.
   A thumbnail of the image is displayed.
5. Click Save.

Remove or Change the Logo on Reports

1. From the sidebar, click Settings.
2. Click Configurations.
3. Click Report Logo.
4. Click Remove Image.
5. Optionally upload a new logo, as per the specifications in Show a Logo on Reports.
6. Click Save.