Track and apply entity modifications, ownership updates, and structural changes across saved chart views without losing historic point-in-time snapshots.
Saved structure chart views surface backend database modifications made since the snapshot was created, enabling corporate teams to review changes selectively and maintain an accurate audit trail as corporate structures evolve.
Overview
The saved view entity change tracker surfaces changes made to entity records and ownership connections after a structure chart view has been saved. Users can inspect historical updates, apply specific record or relationship changes directly to the chart canvas, and maintain clear audit logs.
Availability: Customers on the Enterprise plan or with the Enterprise Charts add-on.
Review and Apply Saved Chart View Updates
Navigate to the Charts section on the left-side panel (click ... More to locate the Charts section if necessary) and select a saved chart view snapshot from the view menu
Click the icon for Review Updates on the left panel menu to display changes made to underlying database entities since the view was saved
Inspect the listed modifications, such as newly added entities, updated parent holdings, or entity name changes
Select specific entity or relationship updates to apply them directly to the active chart canvas and click on Apply, or click Apply All Changes to accept all
Right-click connection lines or share classes on the canvas to hide outdated elements or adjust layout visibility
Click Save Chart View to finalize the updated structure layout
Filter Chart View Data
Click Filter on the chart toolbar
Configure desired filter criteria, such as minimum ownership percentage, entity type, jurisdiction, or entity status
Toggle specific relationship types or share classes to refine visible entities on the canvas
Click the blue Apply Filter button to refresh the chart display with the selected parameters
Export Chart Views
Open the target structure chart view on the canvas
Click Export on the top toolbar
Select the preferred export file format, such as PDF, PNG, or SVG
Configure export layout settings, including Page Size, Orientation, and whether to include the chart legend
Click Download to save the exported chart file locally
Additional Important Notes / Tips
Note:
Applying updates introduces new records and relationship lines to the canvas without overwriting existing manually placed shapes
All chart view modifications and applied entity updates automatically log in the system audit trail
Restricting a chart view controls snapshot visibility without modifying underlying entity-level database permissions