Streamline your reporting workflow by preserving custom chart layouts and configurations for recurring needs like KYC requests, tax filings, or investor presentations. This feature eliminates the need to recreate charts from scratch by allowing users to save formatting, filters, and stylistic edits as distinct versions.
Overview
Saved Chart Views allow users to capture specific states of an organizational chart. This includes node positioning, colour coding, hidden entities, and text edits (such as obfuscated information).
Note: Text edits made within a saved chart view are visual only and do not alter the live data stored within the Entity record.
Availability: Customers on the Enterprise plan.
Create a New Saved View
Customize charts for specific transactions or departments without affecting the default view.
Navigate to the Structure Charts tab of the desired Entity
Adjust the chart to the desired specifications:
Move and position nodes
Apply filters
Hide Entities and/or People if necessary
Edit text or change node colours
Ensure Lock Chart is enabled to maintain node positions
Click Save in the top menu
In the New view modal, enter a Name for the new view and click Create
The current configuration is now saved and set as the active view.
Access and Switch Between Views
Quickly toggle between different saved versions to view specific data sets or layouts.
Click the Saved View name dropdown menu located at the top of the Structure Charts interface
Select the desired saved view from the list
Wait for the canvas to refresh and display the selected layout, formatting, and hidden nodes
Update an Existing View
Modify a saved layout as organizational structures change or reporting requirements evolve.
Open the desired saved view
Make necessary adjustments to the layout, filters, or styling
Click Save to overwrite the existing configuration with the new changes
Duplicate, Rename, or Delete Views
Manage the library of chart versions to keep the workspace organized.
Open the dropdown menu displaying the current view name and click the 3-dot ... option to expand
Select Duplicate View to create a copy of the current view to use as a base for a new version
In the New view modal, enter a Name for the duplicated new view and click Create
Select Rename View to change the label of the current view
In the Rename view modal, enter a new Name and click Update
Select Delete View to permanently remove the view from the list
In the Delete save view? modal, click Delete view
Important: Proceed with caution. This action can't be undone.