Overview

If you have a Matrix view set up that you use regularly, you can set this up as your default view. Each time you open the Matrix, you will see your chosen report without having to navigate anywhere else!

Changing your default view


To view the Matrix and be able to set default reports, you need admin permissions on OneUp.


  1. Once logged in to OneUp, navigate to the sidebar, hover over Analyse and then click Matrix.

  2. In the top right of your screen, click the View Manager button (the eye icon).

  3. This button will open up a table that displays all of the saved reports by members of your company. Scroll to find your desired report.

  4. Once you have located the report you need, over on the right under the Actions column, click the blue Set Default button.

  5. This will then save your preferences so that each time you load the Matrix, the report you've chosen will load straight away.


If you need to change to a different default, simply go to the View Manager table again, de-select the current default, then select your new one.



Troubleshooting

If you still require help on this topic, get in touch with our support team via the chat system or email support@oneupsales.co.uk.

Did this answer your question?