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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


  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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