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Structure Chart: Filtering the information

Overview

We've introduced a redesigned Structure Filters interface to provide an improved filtering and visual experience, including:

  • Enhanced Location Filter: Now includes states.
  • Label Filter with Colors: Labels now include colors to visually distinguish and organize entities.
  • "More" Filters Group: A dedicated group containing additional filters, including Notes and Mandates and Legal Powers, for easier access and usability.

You can still filter in/out based on multiple criteria, such as:

  • Asset Classes
  • Locations
  • Currencies
  • Exclude

Additionally, you can include to blend in / out Liabilities, which are displayed with yellow and red arrows.

  • Yellow are commitments
  • Red are loans and mortgage

Guide

How to filter for mandates and legal powers?

Notion image

How to filter for specific assets?

Notion image

How to exclude certain entities?

Notion image

How to blend in Liabilities?

Notion image
 
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