To make Martus an even better experience, use the options to set the default view on your financial reports. Plus, you can assist your users in finding what they need by sharing important reports.
- Default View - Can be created by each Martus user for their own user profile
- Global Default View - Can only be created by Martus Admin users, and dictates the Default View for all users
*Please note that Default Views and Global Default Views will override each other, meaning whichever is set last, will remain in effect until the other is set again.
This bite-sized video is extracted from our April 2023 webinar. It provides a PPT overview of setting default views for reports and creating Saved Reports, then walks through a demonstration of how to manage this in Martus.
Click on a timestamp to jump to the section you are interested in:
0:31 - Power Point Presentation
1:13 - Dashboard Financials - Seeting theGlobal Default
2:33 - Saved Reports
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