Editing Create and save a personal view (section)

=== Step-by-Step Instructions ===
Follow these steps to create and save a personal view:

# **Log in** to the Partner Portal.
# In the left menu, click on '''Accounts''', then select '''Overview'''.
# Add your filters as follows:
   * Click the '''Add a filter''' button to choose an attribute for your filter, or use the search function to find an attribute. Depending on your selection, you may need to provide additional information.
   * Click the '''Status''' filter dropdown to select an account status. 
   * Click the '''Plan''' dropdown to choose the specific plan you want to view.
# Once you have set up your desired filters, click the '''Save as personal view''' button located at the top of the page.
# A modal window will appear prompting you to enter a name for your personal view. Input your chosen name into the provided field, then click '''Save'''.

After completing these steps, your personal view will be saved and accessible in the left menu of the Accounts Overview page. Any user with login access to your Partner Portal can view this saved personal view.