Configure menu items

The Menu must know what View to display or what action to perform when a menu item is selected. Define menu item activities in the Item Type and Options section.

  1. Under the Data tab, select Item Type and Options.
  2. Select one of the following:
    • Menu item, execute action: Select an option from the list such as Bookmarks, Data Load, Display View, Display URL, Extra report and send by email, Print Current view, Print Report, Reset Filters, and Logout.

      Additional configuration options are required based on the selected option.

    • Dynamic list of items: In All views from folder, click the ellipsis to search for a folder.

      This automatically populates menu items, which allows users to navigate to all the Views for the selected folder.

    • Separator: To configure the menu item as a menu separator.

  3. Click the Display tab.