User Guide & Tutorials
  • Introduction to Alt/Finance
  • Viewing Visual Dashboard
    • Viewing visual details (Reader)
    • Scrolling through visual data (Reader)
    • Focusing on visual elements (Author)
    • Exporting data from visuals
  • Email Alerts & Notifications
    • Sign up for dashboard emails
    • Sign up for anomaly alerts
  • Portfolio Views
    • Creating Portfolio Views
    • Updating Portfolio Views
    • Renaming Portfolio Views
    • Set Default Portfolio View
    • Sharing Portfolio Views
    • Deleting Portfolio Views
  • Exporting & Printing
    • Exporting report as PDF
    • Exporting to a CSV
    • Printing a report
  • Supported Browsers
  • Attributions
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  1. Portfolio Views

Renaming Portfolio Views

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Last updated 1 year ago

Renaming Portfolio Views

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.

  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.

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

The bookmark icon
The context menu (three vertical dots)