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Set Default Portfolio View
Set Default Portfolio View
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Written by Alt/Finance
Updated over a week ago

You can set a Portfolio View as the default view of a dashboard instead. If you do, anytime that you open the dashboard, the Portfolio View is presented to you, regardless of the changes you made during your last session.

To set a Portfolio View as your default view

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

    The bookmark icon

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  2. In the Portfolio Views pane, choose the context menu (the three dots) for the bookmark that you want to set as your default view, and then choose Set as default.​

    The context menu (three vertical dots)


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