The "Hierarchy" field will allow users to display child deals in Reports.
By default, TermSheet will only pull top level "deals" into Reports. Top level "deals" are considered Portfolio Deals - the top level deal over a group of child deals; and single deals. To learn more about the deal hierarchy in TermSheet review the article: What are Portfolios?
💡Things to Consider
Reports will not display child deals will not display by default.
⚙️Steps
- Navigate to any Report
- Use the filter dropdown to select the "Hierarchy" field.
- Select the Operator "In"
- Select ALL: Portfolio, Deal, Child to view all deals on the report.
Select ONLY Child to ONLY see child deals on the report.
