Find it in Console, Home, the role and cadence label in the page header, then My views. Last updated 9 Oct 2026.
Overview
A view is a saved setup of Home: the role, the cadence, the sections you show and their order, and the picks inside sections such as the Intraday tiles. Save one for each rhythm you run, for example a daily morning read and a month-end review, and switch with one click.How it works
1
Set up Home
Pick the role and cadence, then turn sections on or off and drag them into order.
2
Save it
Open the label in the page header, then My views, and select Save current view.
3
Name it
In Save this view, type a name of up to 40 characters, for example “TH mornings”, and select Save.
4
Switch any time
Open My views and select a view. The page header then shows the view’s name instead of the role and cadence.
Use it
Update a view after a change
Make the change on Home. Open My views, hover the view, open its menu and select Update to current.Rename or delete a view
Hover the view in My views, open its menu, and select Rename or Delete.See which view is active
The active view has a check in My views. If you change one dial after applying it, the header goes back to showing the role and cadence, so you know the page no longer matches the view.Limits
- You can keep up to 6 views.
- Names can be up to 40 characters.
- A view does not save which ad accounts are in scope, only how Home reads them.
- Views are yours. They do not change Home for anyone else.
FAQ
Why did the header stop showing my view's name?
Why did the header stop showing my view's name?
The page no longer matches the view, for example after you hid a section. Apply the view again, or select Update to current to keep the change.
Related
Cadences and roles
The two dials a view saves.
Console
Ask about anything you see on Home.
Weekly and monthly review
Build a view for each review.