Overview

One of the most requested features on the old Matrix page was to be able to set a view/report as default - well, we listened! A brand new feature on our Matrix page gives you the ability to set an already saved view as your default, so that each time you open the Matrix, you will see your chosen report without having to navigate anywhere else!

Changing your default view

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

Once logged in to OneUp, navigate to the lefthand side bar and click Analytics and then Matrix.
In the top right of your screen, click the View Manager button (the eye icon).

View Manager Button

This button will open up a table that displays all of the saved reports by managers at your company. Scroll to find your desired default report.
Once you have located the report you need, over on the right under the Actions column click the blue Set Default button.

Set Default Button

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

Troubleshooting

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.
Still need help? Reach out to a member of our team via the in-app chat and we'll be happy to help you!
Was this article helpful?
Cancel
Thank you!