Admin Menu

The Admin Menu component enables the report viewer to see his/her report list, edit preferences (language settings), choose filters (go to Filter Designer Overview for more information), and log off. The report Designer may set up the Admin menu with a specific style (go to About Styles for more information) and hide specific items in the menu if required. You can also select the way the menu is rendered. In most cases, when a report viewer clicks an item in the Admin menu, an overlay opens containing the appropriate drop-downs, links, etc. This overlay is moveable (click and drag the button bar across the bottom of the overlay) but not resizable. To set up the Admin menu:

1. In the Page Editor for the Report master, double-click on the Admin Menu component or right-click on it and select Properties.

The Properties page for the Admin menu opens .



Figure 1 - The Admin menu properties

• Support Survey Layout Styles - check this box to be able to use HTML styles from a survey layout.
• Style - select the style you wish to use for the Admin menu layout.
• Rendering Style - changes the way the Admin menu is rendered.
• Legacy - the Admin menu is rendered using tables represents current rendering of the admin menu.
• Modern - renders the Admin menu without using HTML tables. When Modern is selected, two additional properties are displayed:
• Horizontal layout - (default off) When this is checked, this adds a CSS class "reportal-admin-horizontal" to the UL element containing the admin menu.
• Show Header Text - (default off) When this is checked, it adds an H3 element containing text from the Custom Texts > Admin Menu > Root Title. The H3 element will appear before the UL element, but only if there is content to be displayed.
• Hide xxxx - check the appropriate boxes to hide the specified menu items from the viewer.
2. On completion, click Apply or Apply and Close.

Custom Filters

The Admin menu can contain a Custom Filters link. This link allows end users to apply existing custom filters to the report, and to create, modify and delete complex filters while viewing the report.

To apply existing custom filters to the report:

1. Click the link to open the Custom Filters overlay.
2. Check the box(es) beside the required filter(s).
3. Click the Apply and Close button.

The filter list overlay closes, the report page is refreshed with the selected filters, and the filters are listed in the filter summary.

An end user can create custom filters as follows:

4. Click the Custom Filters link in the Admin menu .



Figure 2 - Example of the Custom Filters link in the Admin menu

The Custom Filters overlay opens . Any filters that have already been created for this report will be listed in the overlay.



Figure 3 - The Custom Filters overlay

5. Click New Filter.

The overlay changes to the Edit New Filter overlay .



Figure 4 - The Edit New Filter overlay

6. Create and save the filters as required (go to Creating a New Filter Expression for more information).

The filters the end user creates will be listed in the Custom Filters overlay .

Figure 5 - Some filters listed in the overlay

To edit or delete a filter, hover the mouse cursor over the filter in the overlay and click the Edit or Delete button appropriate which appears to the right end of the filter row.