05.10.2024 | Client Portal 5.72 Release
Performance Improvement in Reports
Additional improvements have been made in the backend for generating the following reports:
Compare Key Terms Across Documents
Compare Key Terms Across Documents (Transposed)
These enhancements significantly improved the speed at which these reports take to download. Now, you can get all the information needed out of your documents faster than ever!
05.29.2024 | Client Portal 5.75 Release
Single-Select Options in Transposed Report
With the Compare Key Terms Report (Transposed) report, we have consolidated the concepts and concept groups into single-selection options. This eliminates the need to select multiple items for a single concept or concept group.
Let's take the following example for a further explanation.
If we have an option for Financial Covenants (Cash Flow Credit Agreement - US) and Financial Covenants (Recurring Revenue Credit Agreement - US), then we will only show one option for 'Financial Covenants'. This consolidated financial covenant concept group will include all concepts from both the Financial Covenants (Cash Flow Credit Agreement - US) and Financial Covenants (Recurring Revenue Credit Agreements - US).
If a certain concept, let's call this “A”, exists in both Financial Covenants (Cash Flow Credit Agreement - US) and Financial Covenants (Recurring Revenue Credit Agreements - US), then we will only show this concept once in the consolidated financial covenants concept group.
Questions? Contact support@streetdiligence.com.