# Custom Views

Given the more than 200 reporting fields available for your portfolio companies, you may want to create column configurations that highlight different facets of reporting (for e.g. a "qualitative" view, or a "valuation" view")

<figure><img src="/files/s1lmoD5DeUFdOdH3FfJh" alt=""><figcaption></figcaption></figure>

## To create a custom view:

* Click on **Columns**
* Check the desired fields you want in the custom view
* Click on **Save**
  * Saving as Default means the next time you load the investments table, this is the view that will be loaded
  * Saving as **New Custom View** enables you save the current column configuration under a custom name
  * Saving as **Existing Custom View** enables you to overwrite a prior column configuration

## **Downloading a Report**

The portfolio summary report enables you to download an Excel report of the investment table. You can configure the portfolio summary report to load the column configurations from a custom view\..

* Go to **Reports > Portfolio Summary**
* Click on **Customize**
* Click **Load Investments View >** and select the desired custom view

<figure><img src="/files/VyTtuCbuZ3EKmGHujKBO" alt=""><figcaption></figcaption></figure>


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