Filter-groups are a powerful way to create focused views of your structure!

What are Filter-Groups?

Filter-groups let you define subsets of your entities to display on diagrams. Instead of showing everything, you can create targeted views.

Include vs Exclude

Include Mode (default):

• Start with nothing, then add specific entities
• Great for: "Show me just this company and its shareholders"
• Add entities one by one to build up the view

Exclude Mode:

• Start with everything, then remove specific entities
• Great for: "Show everything except these inactive entities"
• Useful when you want most entities but need to hide a few

Creating a Filter-Group

1. Go to Diagrams → Filter Groups
2. Click Create Filter Group
3. Name it descriptively (e.g., "Active Trading Entities")
4. Choose your mode (include/exclude)
5. Select the entities to include or exclude
6. Save

Using Filter-Groups

When viewing diagrams, select your filter-group from the dropdown. The diagram will only show entities matching your filter.

Pro Tip: Create multiple filter-groups for different use cases - one for advisors, one for internal review, one for each family branch, etc.