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Structure Charts: Use Filters to Refine Results

Amy
Amy
  • Updated November 03, 2025 21:19

This video reviews how to use Filters to refine the results that appear in Structure Charts.

  • View what ownership looked like on different dates
  • Add any available non-ownership relationships to the Chart results 
  • Save commonly used Filters to streamline your workflow

Related to

  • Charts

Related articles

  • Structure Charts: Basics and Navigation
  • Tutorial #6 - Reports
  • Tutorial #3 - Managing Ownership: Classes and Securities
  • Add and Manage Company Groups
  • Combine Entity Records

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  • Tips for Entity Searches in Athennian
  • Use Entity Notes to Share Important Information
  • Generate Director or Officer Lists
  • Navigate and Download Minute Books
  • How to Correct Confirmed Securities Transactions
  • Structure Charts: Basics and Navigation
  • Structure Charts: Use Filters to Refine Results
  • Structure Charts: Enhance Charts with Custom Legends
  • View and Extract Ownership Information
  • Understanding Profile and Shared Addresses
See all 11 articles
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