Set up your favorites in 3 easy steps

August 16, 2016

OnRamp features a convenient and easy to use Favorites menu that give you quick access your frequently used screens and reports. You can also create new sub folders or delete screens from the menu.

This week we will focus on how to add your favorites using the Edit Favorites option from the main navigation.

To add a new Favorite, click the Edit Favorites button on the upper right of the main menu. Click once to highlight the Favorites folder.

Favorites can be added from both the Main Menu and the Search Menu.

To add favorites from the Main Menu, select the screen you wish to include from the menu tree located at the bottom of the screen.

You will now see that the name of the screen has been added to the first button in the yellow box at the top of the page. Click the button to add your selected screen to the Favorites menu.

To add Favorites from the Search Menu, click the Search button in the main menu and enter a search term or screen ID.

Select the screen that you would like to add to your Favorites folder. Now click on the Edit Favorite button in the main menu.

Click the From Search option in the yellow box at the top of the page. You will see the page you selected from the search menu can now be added using the top grey button. Click the button to add your selected screen to your Favorites menu. All done!

You can find more information about OnRamp’s navigation features by searching for OnRamp Basics Tutorial Part 1 – Navigation in the Search menu.