The items in the reports menu structure can be organised by:
changing the position (ordering) of a menu item
placing a menu item inside a folder
placing a menu item inside a sub-folder
taking a menu item outside of a folder on root level
taking a menu item outside of a sub-folder to the parent folder
In addition to the folder, it's contents such as sub folders and reports are also moved.
While editing the reports menu the menu items can also be:
filtered
expanded (folders only)
collapsed (folders only)
Change position of a menu item
Find the menu item (report or folder) you want to move in the reports menu.
Drag the menu item from the current position to the desired position in the reports menu tree.
The target position will be marked as the drop area.
Drop the menu item to the target position in the reports menu tree.
A success notification appears and the position of the menu item is changed.
Place a menu item inside a folder
Find the menu item (report or folder) you want to move in the reports menu.
Drag the menu item from the current position over the target folder.
The target folder will be "highlighted".
Drop the menu item over the "highlighted" folder in the reports menu tree.
A success notification appears and the menu item is now inside the folder in the last (bottom) position.
Place a menu item inside a sub-folder
Find the menu item (report or folder) you want to move in the reports menu.
Find the target sub-folder by expanding all the parent folders in the path to it.
Drag the menu item from the current position over the target sub-folder.
The target sub-folder will be "highlighted".
Drop the menu item over the "highlighted" sub-folder in the reports menu tree.
A success notification appears and the menu item is now inside the sub-folder in the last (bottom) position.
Place a menu item outside of a folder to root level
Find the menu item (report or folder) you want to move in the reports menu.
Drag the menu item from the current position to the desired position on root level.
The target position will be marked as drop area.
Drop the menu item to the target position in the reports menu tree.
A success notification appears and the position of the menu item is changed.
Place a menu item outside of a sub-folder to the parent folder
Find the menu item (report or folder) you want to move in the reports menu.
Drag the menu item from the current position to
a desired position in the parent folder OR
over the parent folder
The target position will be marked as drop area OR in case 2b the target folder will be "highlighted".
Drop the menu item to the target position in the reports menu tree.
A success notification appears and the position of the menu item is changed.
Search in the Reports menu
To search for folders or reports in the Reports menu:
Type a keyword in the search box of the menu and either press the search icon or press enter.
The menu shows only items that contain the search keyword in their name.
In case the results are reports than their parent folders hierarchy is also part of the search results even though some or all of the folders in the parent patch do not contain the search word.
In case the result is a folder than its content (children in the hierarchy) are displayed even though some or all of the children do not contain the search word in their names.
Expand/Collapse menu tree folders
Each folder contains sub folders and/or reports has the option to be individually expanded (opened) to see its content or collapsed (closed) to hide its content. These options apply to the folders in the Reports menu and the source reports tree.
To expand a folder:
Click on the 
icon in front of the folder name.
The folder content becomes visible. The icon is replaced by 
to mark that the folder is expanded.
To collapse a folder:
Click on the icon in front of the folder name.
The folder content becomes hidden. The icon is replaced by to mark that the folder is collapsed.
To expand all folders and their sub-folders at once:
Select the Expand All option 
of the menu tree.
All folders and their sub-folders in the tree are expanded and their content is visible.
To collapse all folders at once:
Select the Collapse option 
of the menu tree.
All folders in the tree are collapsed and their content is hidden.
CM4D sources with more then 2000 records
In Organize Menu, the left tree shows reports from the chosen source. When a CM4D source type has more than 2000 report templates, a custom filter is available. After a source is chosen, a text link appears:
When the link is clicked, a new blade is displayed. Choose a Site from the list. The Data Sources dropdown is automatically populated with the available data sources from the selected site. Further more, users can search by Depository, show From Users templates and apply Report Name filters that are linked with the AND operand e.g. show all reports that include 2015 and a in the name.
Once all filters have been applied, press Update and Close. The Reports Menu loads the filtered templates. If the number of records exceed 2000, the results are paginated.