DocsMentor/ExpertStartup Portfolio

How to Create Saved Views in the Startup Portfolio?

A guide to creating saved views of the Startup Portfolio.


Saved Views in the Startup Portfolio 

The Save Views feature in the Startup Portfolio allows users to create and store customized views of their startup data. This feature enables users to quickly access the information they need without having to reconfigure their filters or settings each time. 

 

Where Can I Find My Startup Portfolio? 

Navigate to the Startup section in the top menu and select Startup Portfolio. There, you’ll see two buttons labeled Saved Views 

 

Step-by-Step: Accessing and Using the Startup Portfolio

1. Navigate to the 'Startups' Section

At the top menu, click on Startups This will take you directly to your Startup Portfolio.

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2. Explore the Startup Portfolio 

In the Startup Portfolio, you will see the Saved Views button from where you can:

  • Use an Available View: You can also choose from pre-existing views that are available to you, enabling quick access to commonly used configurations.
  • Save Current View: This allows you to save your current filters and settings for future use.

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3. Save Current View as a Search View

When you click on the Save Current Search as a View button, you can:

  1. Add a Name for the View: Enter a descriptive name that will help you identify the view later.
  2. Provide a Quick Description: Add a brief description of the view’s purpose or content for better context.
  3. Manage Accessibility: Specify which users will have access to this view.
  4. Add multiple languages for the same view

After filling in these details, click Save, and the view will be ready for you and any selected users to utilize.

Please note that if you are using this view in a language other than English, you must provide both the English version and the version in your selected language (e.g., Spanish, Portuguese, etc.) to save it successfully.

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4. Use/Edit an Available View  

When you click on the Saved Views dropdown menu, you'll see all available views that you can select. Simply click on a view to apply it, and the corresponding filters and columns will automatically be set for you.

This makes switching between saved used views quick and efficient.

 

Additional Resources

  • Startup Portfolio
  • Reporting