Renaming and Changing Menu Locations for Reports

  1. Click Reports and Custom Queries in the Administration menu. The Reports and Custom Queries window will open.
  2. Browse to and select the Report in the Reports and Queries list. When a Report is selected, its details will appear in the Report Properties on the right side of the window.
  3. To change the Menu location of a Report: Select a menu or type a menu name in which you want the Report to appear. If the Menu field is left blank, the Report will be moved to <Hidden>.
  4. To change the Category of a Report: Select a Category or type the name of a new category in which you want the Report to appear. Categories will appear in the client as sub-menus beneath the menu defined above. If no Category is defined, the Report name will appear in the Menu selected above.
  5. To change the Name of a Report: Type a new name for the Report in the Name field.
  6. Click Save when finished. The Report will be resaved according to the new name, category, or menu defined above.
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