You can run a search in Analyze from the search bar at the top of the window and by loading any of your saved Analyze or Leads searches. Once your search runs, you can use the filtering options available on each menu tile to refine your results and save the filter set as a new search. You can access and manage your searches in the Manage Searches window.
NOTE: Click here for For information about refining your Analyze search results, seeUsing Analyze Search Results.
This section contains the following topics:
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1 | From the search bar, select Documents and then type the search terms, pressing Enter after each entry. Result: Each term you add is displayed below the search box:  Tip: You can do simple and complex searches:
Advanced searches using the words AND, OR, NEAR and NOT to include or exclude phrases in your search. The character limit for this type of search is 10,000 characters. NOTE: The only special characters supported when searching are the following: " " * ( ) Example: Using concre* returns all words beginning with concre, such as concrete, concreted, concretion etc. For more information about using special characters, see Search Tips and Techniques. | ||||||
2 | When you are ready to run your search, click the spyglass icon. Result: The search runs and the menu tiles in the window refresh with your results.
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1 | From the search bar, select CSI and begin typing either the CSI name or the Division number. Press Enter after each entry. NOTE: You only have to type the first few letters or numbers of the code, as shown in the following example of Division name:  Result: Each term you add is displayed below the search box:  | ||||||
2 | When you are ready to run your search, click the spyglass icon.
Result: The search runs and the menu tiles in the window refresh with your results. Note that all of the projects that have the specified Division are returned in the search.
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Running a Saved Analyze earch
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1 | From the top of the window, click Load Search. Result: The menu to load a saved search is displayed, listing all of your saved searches:  | ||||||
2 | Click on the name of the search you want to run to automatically run the search. You can see the criteria for each search by clicking on the plus sign next to the search name. NOTE: You can also use the search feature to locate the search. Result: The search runs and the menu tiles refresh with your results. For information about refining your results, see Working with Using Analyze Search Results.
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1 | From the top menu bar, click Load Insight Search. Result: The Leads Searches menu is displayed showing all of your saved Leads document searches. | ||||||
2 | Click Load on the search you want to run. Result: The search runs and the menu tiles in the window refresh with your results.
NOTE: See Saving an Analyze search in the next section for information about saving your Leads document search in Analyze. |
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PRO TIP: Click the plus sign + next to a search name to display the terms used in the search: To continue, see Using the Manage Searches menu in the next section. |
Using the Manage Searches Menu
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