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Tab Name

Use this client views setting to rename a dashboard tab. You might use this if you want to shorten a name because it's taking up too much space, such as changing Account Performance to Performance.

To rename a tab:

1. In the Selected Reports list, click the dashboard tab you want rename.

2. Clear Use Report Name.

3. Type the report name in the text box.

The following related links may be helpful:

• Create a Client View
• Setting Up Client Portals
• Learn More About Client Portals