Overview
Create Saved Views of your most important and recurring structure chart views (for example, quarterly board presentations, tax compliance reviews, or specific regional holdings).
What a Saved View Stores
A Saved View preserves all of your customized display settings:
- Perspective: The selected person or entity in focus.
- Active Filters: Applied filters such as asset classes, locations, liabilities, and How to use custom-colored labels.
- Card Information: Data toggled on cards (e.g., valuations, tax IDs, or addresses).
- Date State: A specific historical date, or a dynamic relative date (such as "Today").
Step-by-Step Guide
How to create a “Saved View”
- Set up your chart: Choose your perspective, apply any desired filters, and blend in card information.
- Click the Saved View button in the top navigation bar.
- Select Create a View.
- Enter a descriptive name and press Enter (or Save).
How to set a “Default View”
You can set a default saved view that loads automatically whenever you open the Structure or one of these sections: Legal Entities & Assets, Mandates & Legal Powers, and Persons. You can change or remove your default view from the saved views menu. Each user can choose their own default views.
How to set a “Relative Date”
When creating a saved view, you can set a relative date filter that automatically updates each time you open the view. For example, if you choose "Today" as your date filter, the saved view will always show data for the current date when you open it - not the date when you created the view.
This dynamic date filtering ensures your saved views stay relevant without manual updates. If you open the same saved view on different days, it will automatically adjust to show the current day's data.
How to open a “saved view”
How to manage your existing view
Click the three dots next to any view in the Saved Views dropdown menu to manage it:
- Set as ‘Default’: Loads this view automatically when opening the section.
- Update Filters: Overwrites the saved view with your current screen settings and filters.
- Edit Name: Rename your saved view.
- Delete: Permanently remove the saved view.
