Overview

Menu Groups allow project administrators to organize project content such as reports, dashboards, and apps into a structured navigation menu in the left-hand sidebar.

By grouping related items, Menu Groups transform a cluttered project layout into a cleaner, more user-friendly structure.

Example:

  • Before organization:
  • After organization:

Creating a Menu Group

Access Menu Groups

  1. Navigate to the Menu Groups link from the project administration page.

Create a New Group

  1. Click CREATE NEW to open the Menu Group form.
  2. Configure the group settings in the form.

Adding Items to a Menu Group

Select the Item’s Module

  1. Return to the project administration page.
  2. Select the module containing the item you wish to group.
    Example: Power BI Reports

Select the Item

  1. View the list of available items in that module:
  2. Click the item name or use the vertical ellipses (⁝) to select Modify Workspace.

NOTE: Menu Groups can also be applied to containers, EVS visualizations, and other project items in a similar fashion.

Assign to a Menu Group

  1. On the Workspace Administration page, select the desired item.
  2. In the Selected Report section, locate the Menu Group field.
  3. Use the dropdown to choose an existing Menu Group.
  4. Save the form to finalize the assignment.

Once saved, the item will appear under the chosen Menu Group in the sidebar navigation, helping streamline access for users.