Report Tab not visible in Salesforce

In this Salesforce tutorial, we will understand how to resolve the issue where the Report tab not visible in Salesforce Lightning and Salesforce Classic.

Recently, when I was using Salesforce, I came across this general issue where the Report option is not visible under tabs in Salesforce. So, in this tutorial, we will discuss the fundamental steps using which the report tab will be visible.

Here is the list of topics that we have discussed.

  • Report Tab not visible in Salesforce Classic
  • Report Tab not visible in Salesforce Lightning

Report Tab not visible in Salesforce Classic

In this section, we will illustrate the steps to solve the issue where “Report Tab not visible in Classic Edition“.

Here is the list of steps that we can follow:

Step-1: First, log in to your Salesforce Classic account, and you will be redirected to the Home page.

Step-2: Next, click on the plus icon (➕) given in the navigation bar. This will open the All Tabs page in Salesforce Classic.

Report Tab not visible in Salesforce Classic
Report Tab not visible in Salesforce Classic

Step-3: On the All Tabs page, click on the Customize My Tabs button given in the top right corner. This will open the Customize My Tabs page in Salesforce Classic.

Issue Report Tab not visible in Salesforce Classic
Customize My Tab in Salesforce Classic

Step-4: On the Customize My Tabs page, first, select the required Custom App from the drop-down list.

Step-5: Next, from the Available Tabs, select the Reports option and add it to the Selected Tabs list.

Report Tab not visible in Salesforce Classic Example
Adding report tab in Salesforce Classic

Step-6: At last, click on the Save button to save changes, and it will add the Report tab to the tab section in Salesforce Classic.

Report Tab visible in Salesforce Classic
Report Tab visible in Salesforce Classic

So, in this section, we have successfully added the report tab in the navigation bar of the Content App in Salesforce Classic edition.

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Report Tab not visible in Salesforce Lightning

In this tutorial section, we will explain the steps to solve the “Report Tab not visible in Lightning Edition“.

Here is the list of steps that we can follow:

Step-1: First, log in to your Salesforce account and open the Home Setup page by clicking the gear icon (⚙️) and then click the Setup option.

Step-2: After this, from the Quick Find text box, search for App Manager and click on the App Manager option to open it. This will open the Lightning Experience App Manager page in Salesforce Lightning.

App Manager option in Salesforce Lightning
App Manager option in Salesforce Lightning

Step-3: On the Lightning Experience App Manager page, select the App for which you want the Report Tab. Then click on the drop-down icon (⬇️) given next to the app and click on the Edit option.

Editing App in Salesforce Lightning
Editing App in Salesforce Lightning

For this example, we are clicking on the Edit option for the University Management app.

Step-4: This will open the Lightning App Builder page in Salesforce lightning. On this page, from the App Settings section, click on the “Navigation Items” option.

Step-5: From the “Navigation Items” page, select the Reports tab from the Available Items section. Then use the right arrow (➡️) button to add the Reports tab to the Selected Items section. At last, click on the Save button to save the changes.

Report Tab not visible in Salesforce Lightning
Report Tab not visible in Salesforce Lightning

So, now if we open the records for the University Management object, we can clearly see the Reports tab in the navigation bar.

Report Tab visible in Salesforce Lightning
Report Tab visible in Salesforce Lightning

Once we complete the above steps, we have successfully added the Report Tab where Report Tab not visible in Salesforce Lightning.

Also, check the following related tutorials on Salesforce:

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Conclusion

So, in this Salesforce tutorial, we have understood how to add the Report tab to the navigation bar of any Salesforce App. And we have discussed how to add it for both Salesforce Lightning and Salesforce Classic editions. Moreover, we discussed examples related to both editions.

  • How to add Report when Report Tab is not visible in Classic
  • How to add Report when Report Tab is not visible in Lightning

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