Quick Audience:Menu Configuration and Report Embedding

Custom menus, embedding

A menu is a hierarchical structure that is displayed on the right side of the left-side navigation pane when you view reports on the Business Insight page. A menu allows you to mount a Quick BI report, as shown in the following figure. Supports two-level menus, under which reports can be embedded.

You can customize the report display menu and embed a report into the menu at the same time. The procedure is as follows:

1. In the left-side navigation pane, choose Workspace> User Insight > Analysis Dashboard > Custom Menu.

2. For the menu level you want to add, perform the following operations:

   • To add a level -1 menu, click Create Menu.

   • To add a level -2 menu, click Add in the Actions column.

3. In the dialog box that appears, enter a menu name and select Report.

   Note

   • The report to be embedded must be published and embedded. For more information, see Quick BI Embedding Configuration. Then, the organization administrator must assign the report to the workspace. For more information, see Report Authorization.

   • If you do not need to select a report, the menu does not embed a report. Can be embedded in subsequent edits.

4. Click Save.

Manage menus

After you create a menu, click Expand All in the upper-right corner to view the complete menu hierarchy. You can also click the icon in front of a level -1 menu to expand its level -2 menus, as shown in the following figure.

You can perform the following actions on the menu:

• Move: Drag the menu to a new location by pressing and holding its icon.

• Edit: Click Edit to modify the name of the report to be embedded.

  Note

  If multiple reports are embedded in the same menu one after another, only the last embedded report is displayed.

• Authorize: Click Authorize to grant the permissions to view reports to the specified account. For more information, see Authorize.

• Remove: Click Remove to remove the menu.

  Note

  Level -1 menus with lower-level menus cannot be removed.

Authorize

After you configure a custom menu and embed a report into the menu, you can authorize a specified Quick Audience account to view the report and manage the menu.

Procedure

1. Choose Workspace> User Insight > Analysis Dashboard > Custom Menu to go to the configuration page.

2. Click Authorize in the Actions column corresponding to the menu.

3. In the pop-up window, the menu at the time of entry is selected by default. You can also select other menus. All menus are supported.

4. Set the Authorization Method parameter to By Member or By Member Group.

   Note

   The two authorization methods are mutually exclusive, and only one of them can be selected for authorization. If you have been authorized by one method and select another method for re-authorization, the authorization using the old authorization method will be canceled and only the authorization using the new authorization method will take effect.

   The authorized accounts /member groups of the selected menu are displayed below.

   Note

   If you select multiple menus, the accounts /member groups that have been authorized for multiple menus are displayed below.

5. To remove the authorization from an account or member group, click Remove in the Actions column corresponding to the account or member group. The authorization immediately takes effect.

6. Authorization: Select the accounts or member groups to which you want to grant permissions. You can select multiple accounts or member groups and click OK.

   Note

   Authorized members only have the permissions to view reports and manage menus in the current menu, but do not have the same permissions on upper-level menus or lower-level menus.