Change the account view

About this task

If you have several different account views defined, you can change the view based on the account information that you want to see.

Note: Changing the view is only temporary, if you navigate away from the page and then return, the view reverts to the default view. For information on setting the default view, see Set a default account view.

Procedure

Go to your Home page.
In the heading section of the Account Balances widget, select the Account View button. The list of account views appears.
Select the view to that you would like to be displayed. The Account Balances widget updates with the accounts and account information for the selected view.