Skip to main content

Configure Org Nav Bar

Welcome to RAMS!

Upon logging in, you will be redirected to the Salesforce org home screen.
It may look slightly different from this early version, but the core functions will be the same.

Navigating to Reports

There are two ways to reach the Reports tab.

  1.  App Launcher  firefox_4LsSosy9wq.png
  2.  Nav bar shortcuts

You can find both of these methods on the top white strip of your screen.
By default,  image.png is not included on the nav bar.

firefox_dyghCtOsyY.png

Sandbox view with sample data

Using the App Launcher

To use the App Launcher, click  firefox_4LsSosy9wq.png  and enter a term in the search box.
Click Reports to see all reports and report creation tools.

image.png

Editing the Nav Bar

To edit your nav bar,

click
     Click  image.png at the top right corner and locate the, "Add More Items" button.


    image.png

    Be sureOn tothe next screen, click "All" in Available Items, then search for any pages, apps, or objects you want in your nav bar.
     Click image.png to select each item.  Click, "Add Nav Items" in the bottom right corner.

    firefox_krqGKfU9g9.png

     

    Reorder your nav items by clicking and dragging the  image.png  handles.
     Your nav bar is only attached to your account, so feel free to customize it however you like.
     Click, "Save" when you're finished.

    firefox_nyMv6x87C3.pngfirefox_krqGKfU9g9.png  firefox_nyMv6x87C3.png

    With the Reports nav bar shortcut, you can quickly jump to the Reports page from anywhere in the org.

    See your five most recently-reviewedrecently viewed reports by clicking the tab chevron.

    image.png

    Back to top