Menu Assignment Reports

From within a specific menu's details page, you can generate a a Menu Assignment Report that lists all groups assigned to that menu. You can view the Menu Assignment Report or export it as a CSV.

To view the Menu Assignment Report

  1. Access the Admin View.

  2. In the main menu, click the workflows icon workflows icon. The Workflows page opens.

  3. Click the Menus tab. The Menus page opens.

    Menus Page

  4. Click the name of the menu for which you want to view the assignment report.

  5. On the Menus: Edit Menu page, click the Actions button and select Menu Assignment Report - View.

    Menu Assignment Options

  6. Save the file as appropriate.

  7. A report is generated that lists all groups assigned to the chosen menu.

    Menu Assignment Report Files Menu

To export the Menu Assignment Report

  1. Access the Admin View.

  2. In the main menu, click the workflows icon workflows icon. The Workflows page opens.

  3. Click theMenus tab. The Menus page opens.

    Menus Page

  4. Click the name of the menu for which you want to export the assignment report.

  5. On the Menus: Edit Menu page, click the Actions button and select Menu Assignment Report - Export CSV.

    Menu Assignment Report Options

  6. When prompted, open or save the file as appropriate.