The Navigator tool is the go-to place to search for specific terms across your entire portfolio, filter for a subset of documents, or build and export a custom report.

In Navigator, you have the ability to create and save filters of your choosing. This is useful when wanting to quickly refer back to a data set that you tailored previously that highlights the points you are specifically interested in.

Upon launching, the Default view will still be present. This includes all of the public and private documents you have access to.

By adding a filter, you can narrow down the pool of documents from the default view and further narrow down the results by adding multiple filters. To add filters to the Navigator, click on "Add Filter." A smaller composite window will open with a drop-down menu that allows the user to choose which parameters to apply. Click "Add" to continue customizing the filter set, and "Apply" to complete the customization.

In order to save this filter set for future viewing, click the button "Save Filter Set" on the left-hand side. A new window will open to set a filter name. Once the name has been saved, the filter set will appear on the left-hand side of the Navigator page for easy access.

Note: Any newly uploaded and processed documents that fall within any saved filter set will automatically populate within that list.

Using Navigator, you are able to source metric data to analyze across your portfolio. In order to do this, click on Actions > Edit Columns. This will open a composite window with a search bar. You can begin typing to search for the term you would like to pull the data for, or you can click on the arrow at the end of the bar to view the entire list of available terms.

Select up to 15 terms from the list that you would like to view across your deals. This can include any key deal information (i.e. Sponsor, EBITDA, total leverage) or analyzed terms (i.e., free and clear amount, prepayment protection). Once selected, the added columns will populate in green below the default or "locked" columns.

Click Save, and the columns will populate to the right of the default columns. The sourced data for each metric will be presented so it is easy to view and analyze across your comp set.

The Navigator page also allows you to export everything that you have built out to Excel. We often see users utilizing this feature to manipulate the data in the sheet to meet their analytical and benchmarking needs.

Simply select Actions > Export to Excel located in the upper right corner of the screen to download right to your computer.

Q: How many columns can I add in the navigator?

A: You can add up to 15 columns to the Navigator page in addition to the default columns.

Q: How to filter to only "My Deals"?

A: To narrow down the pool of deals to only your submitted documents, click on "Add Filter." The default choice from the dropdown menu should be set to "Source". Click on "My Deals" and click "Apply." You can also click "Add" if you would like to filter the set in additional ways.

Q: How to search for a term across your portfolio?

A: This is a great way to utilize our columns feature. Simply click Actions > Edit Columns. A composite window will appear. A search bar will appear where you can either type in the term to pull or click on the arrow at the end of the bar. This will open a drop-down menu with a complete list of all the available terms.

Q: How to switch between product groups or families?

A: In order to switch between product groups, simply click on the drop-down menu below the "Save Filter Set" and "Reset" buttons. As shown in the photo below, you will be able to choose from all the product groups that you have purchased or submitted documents.

Please note, your list might not be as extensive as the example but if you have any questions about the offered product types email: sales@streetdiligence.com.