All Collections
Portfolio Views
Creating Portfolio Views
Creating Portfolio Views
Alt/Finance avatar
Written by Alt/Finance
Updated over a week ago

Use the following steps to create a portfolio view.

To create a Portfolio View:

  1. Open the dashboard and make changes to the filters or parameters, or select the sheet that you want.
    โ€‹

  2. Choose the bookmark icon at upper right, and then choose Add bookmark.

    The bookmark icon

  3. In the Add a bookmark pane that opens, enter a name for the bookmark, and then choose Save. The portfolio is saved, and the dashboard name updates with the portfolio name (at top left).
    โ€‹

    Dashboard showing named bookmark

  4. You can return to the original dashboard view at any time by selecting Original dashboard in the Bookmarks pane at right.

Did this answer your question?