step 1. Go to setup --> App Setup --> Create --> Apps --> select your app step 2. click on "Edit" step 2. go to "Choose the Tabs" select "Reports" tab and put it to "selected Tabs"
- Setup >> Create >> Tabs.
- Click on Web Tabs >> New.
- Click Next.
- On next page put Label as 'Reports' and other details and click Next.
- On next page paste /00O/o in 'Button or Link URL' textarea.
- Click on Next >> Next >> Save.
How to create a custom tab in Salesforce lightning experience?
Make a Lightning web component available in a custom tab, so that it’s accessible in Lightning Experience, both on desktop and in the Salesforce mobile app. To configure a Lightning web component to be used as a custom tab, see Configure Components for Custom Tabs.
How do I add a tab style to a lightning component?
Select the Lightning component that you want to make available to users. Select the tab style and click Next. When prompted to add the tab to profiles, accept the default and click Save. Add your Lightning component to a Lightning app’s navigation. From Setup, enter Apps in the Quick Find box, then select App Manager.
How do I enable Lightning component in Salesforce App Launcher?
On the Navigation Items screen, select your Lightning component tab from the Available Items list and move it to the Selected Items list. Check your output. Navigate to the App Launcher in Lightning Experience on desktop or in the Salesforce mobile app.
What are some writable external objects considerations for Salesforce Lightning?
Writable External Objects Considerations for Salesforce... Build Localized Component Labels and Attribute Values on Lightning... Add and Customize Tabs on Lightning Pages Using the Lightning App...
How do I add a report tab in Salesforce lightning?
From the App Launcher, find and select the Sales app. Click the Reports tab, then click New Report. From the Choose Report Type menu, search for and select Opportunities, and then click Continue. With the report builder open, click Filters to open the Filters pane.
How do I customize tabs in Salesforce lightning?
To add a tab, click Add Tab in the Tabs component properties. Customize a tab by clicking it in the properties pane. You can select a different standard label or click Custom and enter the tab name you want. Note Custom tab labels in the Tabs component—including those installed from packages—aren't translated.
How do I add a report to the homepage in Salesforce?
Add New Report Charts:On the left side, locate Report Chart in the list of components.Click and drag the component into a space in the page view in the center. ... On the right, utilize the properties to select which report will be displayed and update the Label field.More items...
How do I add a tab to the navigation bar in Salesforce lightning?
Add a tab in Salesforce Lightning ExperienceClick Setup.Enter App Manager in the 'Quick Find' search box.Click the down arrow next to the App and then click Edit.In the App Settings, click Navigation Items.Select the items you want from 'Available Items' and add them to 'Selected Items. 'Click Save.
How do I change the tab layout in Salesforce?
Customize Your Tabs in Salesforce ClassicFrom your personal settings, if you're using the Improved Setup User Interface, enter Customize My in the Quick Find box, then select Customize My Tabs. ... If you have access to multiple apps, select the app whose tabs you want to customize from the Custom Apps drop-down list.More items...
How do I change the tab settings in Salesforce?
In Salesforce ClassicClick Setup | Administration Setup | Manage Users | Profiles.Select the desired tab from the selected tabs or available tabs list.Click Remove or Add to move the tab to the available tabs list or selected tabs list.Click Save.
How do you show a report on a lightning page?
Click on the name of the new tab and select report from the menu. Drag & drop the report chart element to the report tab to add your reports. Save the Lightning Page and navigate to a campaign to see your reports in action!
How do I customize my Salesforce lightning Home page?
Customize the Home PageFrom Setup, enter Lightning App in the Quick Find box and select Lightning App Builder.Click New.Select Home Page, then Next.Assign the label Support Home Page , then click Next.Click the Standard Home Page template.Click Finish.
How do I add a report to my Home page?
Add existing reports to a homepageNavigate to a homepage.Click Add content.Select Reports in the left column.Select the table the report is based on in the middle column.Select the report in the right column.Click Add here where you want to place the report on the homepage.More items...•
What is the top bar in Salesforce called?
The Navigation Bar component lets users select different topics to browse and provides navigation back to the site home page.
How do I organize tabs in Salesforce?
1:458:52How to add tabs to a Classic and Lightning App and how to set up ...YouTubeStart of suggested clipEnd of suggested clipExperience if you want to and a default landing tab. So once they are in that app which tab shouldMoreExperience if you want to and a default landing tab. So once they are in that app which tab should be default landing tab that's what you select here. And you also have a little checkbox over at users
How do I customize my navigation bar?
From Settings, tap Display, and then tap Navigation bar. Make sure Buttons is selected, and then you can choose your desired button setup at the bottom of the screen. Note: This option will also affect the location you swipe when using Swipe gestures.
Create reports or dashboards
Create a new report or dashboard by clicking New Report or New Dashboard ( 1 ). To learn more, search these topics in the online help:
Access standard reports
Several standard reports akin to templates are available on the Reports tab. They're accessible from the Folders pane. You can use these reports as-is or customize them to fit your business needs.
Organize and share items in folders
Reports and dashboards are stored and shared through report or dashboard folders. From the Folders pane, click to create a report or dashboard folder. The Folders pane lists all folders, including default ones such as, Unfiled Public Reports , My Personal Custom Reports, My Personal Dashboards, among other standard report folders.
Search and filter items
On the Reports tab, search ( 3) for reports or dashboards in all folders. You can search by Name, Description , Last Modified By, or Created By fields. To refine results, filter ( 4 ), sort, or search within a selected folder. To learn more, see "Search for Reports and Dashboards from the Reports Tab in Salesforce Classic" in the online help.
Move items between folders
Move a report or dashboard between folders by dragging from the list view to a report or dashboard folder on the Folders pane. You can drag one item at a time. You can’t move items from installed AppExchange packages or standard report folders into other folders.
Customize the list view
Resize, hide ( 5 ), reorder, sort columns, and select the number of records ( 6) to display in your list view. To learn more, search for "Get the Information You Need From the Reports Tab List View in Salesforce Classic" in the online help.
Manage reports and dashboards
Click a report or dashboard in the list view to view it. Depending on your access level, you can click under the Action column to edit or delete a report or dashboard. Select and then Export to get report data into an Excel spreadsheet or .CSV (comma-separated values) format. To learn more, search these topics in the online help:
