1. Help Center
  2. Portfolio Reports

Renaming a Report

When you create a report from a template, the new report will appear as a copy of that template in your reports menu on the left. You may rename any report that you have created.


  1. Access a report
  2. Click on the name at the top of the report
  3. Type in the new name for the report
  4. Click outside the Report name field
Your report name is automatically saved. 

You can add a little personality or help a report stand out on your report menu with emojis. You'll need access your computer's emoji keyboard.