Grouping and filtering
Carta LP Portfolio Analytics offers multiple ways to make your review process more efficient. Below are some features you can use to optimize the grid for your workflow and style of document.
Managing columns
Use the column selector to hide/show, re-order or resize table columns
Grouping
Use the grouping feature if you want to organize metrics e.g. by asset, by metric or by any other attribute.
Searching and filtering
Use the column search to quickly filter records to any column value.
Bulk select
Click the checkbox or press SPACE bar to select the current row. Press SPACE bar while selecting two checkboxes to select a range of records in one go.
