Customizing Your Report Menu

The Report Menu allows you to access Reports directly from the Home Page. To make the most of SAM's reports, setup your Report Menu to list the reports your most frequently view. Each user's Report Menu is unique. 

Quick Add a Report to your Report Menu:

1. Open the Report. 
2. Click Options. 
3. Click Add to my Report Menu. The Report will be added and the Add to my Report Menu option will no longer be available on this report. 

Customize Your Menu:

1. Go to the Settings.
2. Click Customize My Report Menu. This will take you to the Report Menu Builder for your report menu.
3. Click on the Add Report(s) to Menu link on the side bar. SAM will take you to a screen which shows all reports available with your Permissions, with a checkbox next to each report. The reports that are already on your report menu will be checked.
   
   

4. Check the box next to each of the reports that you want to view. You can also uncheck the box next to the reports that you want to remove from your Report Menu. 



5. Click Save. You will be returned to the Report Menu Builder, which will show a preview of your report menu.
 

Your report menu will now contain the reports that you added. If you do not see your changes in your report menu, refresh the page by pressing the F5 key.

Change the order of the reports on your Report Menu:  

1. Go to Settings.
2. Click Customize My Report Menu. This will take you to the Report Menu Builder for your report menu.
3. Click on Modify Report Order link in the side bar. The Report Menu Preview will display a numbered drop-down list next to each of the Report titles.
4. Select the new order of a report from its drop down list. The report will be instantly moved to its new order and the changes are automatically saved, so there is no Save button to click.

If you do not see your changes in your Report Menu then please refresh the page by pressing the F5 key.

Remove reports to your Report Menu: 

1. Go to Settings.
2. Click on Customize My Report Menu. This will take you to the Report Menu Builder for your report menu.
3. Click on Remove Reports(s) from Menu on the side bar. The Report Menu Preview will then display a delete button next to each of Report.
4. Click the Delete button next to the report which you want to remove from your Report Menu. The report will be instantly removed from the Report Menu and the changes are automatically saved so there is no Save button to click.

If you do not see your changes in your Report Menu then please refresh the page by pressing the F5 key.