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Renaming Portfolio Views
Renaming Portfolio Views
Alt/Finance avatar
Written by Alt/Finance
Updated over a week ago

Use the following steps to rename a Portfolio View.

To rename a Portfolio View

  1. In a published dashboard, choose the bookmark icon at upper right to open the Bookmarks pane.​

    The bookmark icon


  2. In the Bookmarks pane, choose the context menu (the three vertical dots) for the bookmark that you want to rename, and then choose rename.​

    The context menu (three vertical dots)


  3. In the Rename bookmark pane, enter a name and then choose Save.

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