Navigation screens

Medallia Admin Suite includes two Navigation screens to help you manage tabs and subtabs:

Each navigation screen includes important information about the reports in each subtab. For example, in this image of the Web Navigation screen, the Overview tab is expanded to show all of its subtabs, with information about the reports in those subtabs:

Click the name of a report to open that report for editing. For more information, see Dashboards and Responses reports. Click the number of modules in the Report Content column to open a list of the modules in that report. From there, click any module name to open it for editing. For example:

With a subtab row highlighted, click Delete next to a report to remove that report from the subtab. Click Duplicate to the far-right of the row to duplicate a dashboard report and place it in a new subtab. Click Delete to the far-right of the row to delete the subtab (and remove its report).

The order of tabs and subtabs displayed to users in the Medallia Web reporting and Medallia Mobile is the same order they listed on the Web Navigation and Mobile Navigation screens. On the Web Navigation and Mobile Navigation screens, drag and drop tabs and subtabs to change their order.

Background images

By default, each tab displays the same blue background color. If you are using Medallia Alchemy Experience Reporting, you can change the background color for any individual tab by clicking the Tab Background icon, and then selecting a color for that tab. Experience Cloud provides a set of default colors, plus a custom background image if one has been configured for your instance.

To set a custom background image, upload a file to the BackgroundNavImage property on the Application branding screen.

Tab and subtab icons

If you are using Medallia Alchemy Experience Reporting, you can select an icon for any tab or subtab by clicking Tab Icon, and then selecting an icon.

For example, this image shows a flag for the Overview tab, and a dial for the Feedback tab. Tab icons are visible in Medallia Web reporting only.

Role-based permission

Whether a user can see a tab or subtab is determined by the role-based permissions defined for the reports they display. If a user has a role defined in a report, that user can see that report (in its subtab) as well as the parent tab.

For example, consider a reporting application with a Satisfaction tab and a Table subtab (named after the Table report it contains). If a user has a role defined in the Table report, that user would see the Satisfaction tab and the Table subtab. If that user does not have a role defined in the Table report, that user might still see other reports on the Satisfaction tab if that user's role is defined in those reports. If a user has no role defined in any of the reports on a tab, that user does not see the tab.

Create tabs and subtabs in navigation

Each tab represents a top-level navigation item for reports, whereas subtabs contain reports.

Watch this video to create and reorder tabs and subtabs in Admin Suite:

1. On the Web Navigation or Mobile Navigation screen, click New Tab.

   The new tab appears at the bottom of the list.

2. Enter a title for the tab.

   For example, the new tab in this image is named Executive Summary:

   

   After you enter a name, an orange circle to the left of the tab appears, letting you know it is an unpublished item. Additionally, an orange circle appears at the top of the screen, showing how many unpublished items you have in total. For more information about publishing, see Reporting.

3. Drag and drop the tab to place it in the order you want it to appear to users in the Medallia Web reporting or Medallia Mobile reporting application.
4. To add a new subtab for Web navigation or Mobile navigation, click Add in the tab row.

   

5. Enter a title for the new subtab.
6. To add a report to the subtab, click Assign Report, and then select either Add an existing report or Create and assign a new report.
   Note: When adding an existing report, the list of reports includes only those that have not already been assigned to a subtab.

   

7. Configure the report you add, based on its type. For more information, see:
   • Dashboards
   • Invitations reports
   • Responses reports
   • Satisfaction reports

Create tabs and subtabs with the report editor

You can create tabs and subtabs with the report editor in the Medallia Web reporting, then create a new report or assign an existing report to the subtab. Each tab represents a top-level navigation item for reports. Subtabs contain reports.

1. In Medallia Web reporting, click Edit in the toolbar.

   This image shows the editor mode on for a dashboard report.

   

2. In the row of tabs, click New Tab.

3. In the pop-up window, enter a title for the tab and the subtab.

4. Select one of the these options:

   • Create a new dashboard — For more information, see Dashboards.

   • Create a new responses list — For more information, see Responses reports.

   • Create a new invitations list — For more information, see Invitations reports.

   • Create a new enhanced anonymity dashboard — For more information, see Enhanced Anonymity.

   • Assign an existing report — For more information, see Assigning an existing report in the Report editor.

   

5. Click Save.

6. After saving the new tab, an orange circle appears at the top of the screen, showing how many unpublished items you have in total. For more information about publishing, see Publishing.

7. Configure the new blank dashboard. For more information, see Dashboards.

   This image shows a tab named Executive Summary and a sub-tab named Overview.

Assigning an existing report in the Report editor

To assign an existing report, complete steps 1-3 in Create tabs and subtabs with the report editor, and then complete these steps:

1. In the pop-up window, select Assign an existing report.

2. Click Select a report, and a new window appears.

3. Search for a report. You can filter your search by selecting a Report Category.

4. Click Select, and then Save.

5. Configure the report you add, based on its type. For more information, see:

   • Dashboards
   • Invitations Reports
   • Responses Reports
   • Satisfaction Reports

Edit navigation

To configure general navigation settings, click Edit Navigation in the toolbar. A side panel opens to the right, as illustrated in this image:

Then, you can:

• Reorder tabs.
• Edit tabs and subtabs.
• Delete tabs and subtabs.

Watch this video to customize navigation (rearrange and edit display names of tabs, subtabs, and modules):