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

At any time, you can change a portfolio view and update it to always reflect those changes.

To update a Portfolio View

  1. Open the dashboard and make needed changes to the filters or parameters, or select a sheet.

  2. Choose the bookmark icon at upper right.​

    The bookmark icon

  3. In the Bookmarks pane that opens, choose the context menu (the three vertical dots) for the bookmark that you want to update, and then choose Update.​

    The context menu (three vertical dots)

    ​A message appears, confirming the update.

Did this answer your question?