Summary: 

Guidance on how to update the name and description of a Portfolio in Data Studio. 

Solution:

To rename an existing portfolio, or to update the portfolio description, click the 3 dots menu to the right of the Unmatched Records counts, and select ‘Edit Portfolio Details’ option.

Clicking the ‘Edit Portfolio Details’ option will bring up a new dialog window for you to rename the portfolio or update the description or update the Data Processing Reason.

Please note the same rules apply as creating a portfolio, meaning the name of the portfolio must be unique and the following special characters are supported when creating a portfolio: -,_{}().:[]@