Visualize your corporate structure at any point in time by using the As At Date filter in Structure Charts.
Overview
This feature provides the flexibility to map out ownership scenarios and view month-to-month or day-to-day changes in your corporate structure. By setting an As At Date, the Structure Chart will automatically display only the entities and relationships that were active on that specific day, based on the File Status, Entity Status and Effective Date set within each Entity record.
Availability: All customers.
Set an Entity's Status and Effective Date
For the As At Date filter to accurately reflect historical data, it is crucial to properly record when an Entity's status changed. Follow these steps to set an Entity's status and its corresponding effective date.
- Navigate to the desired Entity
- Make sure that the File Status is set to Closed from the main status dropdown on the right side of the entity name, if the entity is no longer active
- Go to General > Details and navigate to the Characterization card:
- Update the Entity Status to the appropriate designation (Inactive, Dissolved, Discontinued or Not Indicated)
- Set the Effective Date field to the date this status change took effect
View a Structure Chart As At a Specific Date
Once the entity data is correctly configured, use the As At Date filter to generate a historical view of a Structure Chart.
- Navigate to Structure Charts from the main menu
- Build the desired Structure Chart and click on the Filter dropdown located to the left of the search bar
- In the Filter panel, locate the As At Date field
- Click inside the field to open the calendar and select the desired date
- Select Apply
- The chart will re-render to display the ownership structure as it existed on the selected date