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

Set Default Portfolio View

PreviousRenaming Portfolio ViewsNextSharing Portfolio Views

Last updated 1 year ago

Setting Portfolio View as default

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.

  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)
The bookmark icon