How To Customize your Shares View

Table of Contents

• Summary
• Steps
• Additional Resources

Summary

Below, you will find steps to adjust the columns in your 'Shares' tab within the Whistic platform to better align with whatever pieces of information you'd like to see displayed. Please follow through the steps below to get a breakdown of how to customize your 'Shares' tab

🛠️ Steps

1. Navigate to Trust Center at the top of the page and select Shares

2. Select 'Add/Select Columns' at the top middle of the page

2. Select and deselect criteria you would like to see, then select 'Next' (Note the scroll bar)

Note: The Identifier is your unique customer identifier for that company.

3. Drag the boxes to arrange the order you would like your criteria to be in, then select 'Next'

4. Select Continue once you are done

You're done! You've successfully updated your Customers tab view.

📚 Additional Resources

To learn more about how to use the Shares tab, please click HERE