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Use Report Title

Use this client views setting to automatically use the report name as the tab name on a client portal dashboard.

• To use the report name as the tab name, select Use Report Title.

• To rename the tab with your own name, clear Use Report Title. For more information, see Tab Name.

The following related links may be helpful:

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