Searching in Analyze

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 information about refining your Analyze search results.    

This section contains the following topics:  

 


Searching by document keyword

You can use the search bar at the top of the window to search documents by keyword.

To search by document keyword,

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:

  • a simple search using a single word or a string of words.

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 concreteconcretedconcretion etc.

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.

Searching by CSI Division

You can use the search bar at the top of the window to find projects by full or partial CSI Division code.

To search for projects by CSI Division,

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.

Running a saved Analyze search

To run one of your saved Analyze searches, 

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 Analyze search results.

Running a saved Leads search

You can run any of your saved Leads document searches in Analyze.

Note: You must first have a saved document search in Leads to use this option. For more information, see Searching for documents.

To run a saved Leads document search,

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.

Saving and renaming an Analyze search

You can save an Analyze search and rename an existing Analyze search.

To save or rename a search,

1
Once a search runs, click Save Search.
2

In the Save Search menu, choose from the following.

If you are...
Then...
saving a new search
  • type the name for the search.


  • Click Save.

Result: The search is saved and appears in your saved searches list.

renaming an existing search
  • type the new name for the search in the box.


  • Click Save.

Result: The search is saved and appears in your saved searches list with the new name.

Assigning a search

You can assign any saved search to other Analyze users in your company. 

Note: You can only assign a saved search that you saved in your account. You cannot assign searches saved by other users. 

To assign a saved search,

1
To begin,
  • run any of your saved searches or
  • run and save a new search.
2
With the results displayed, click Assign Search.
3
Select the members of your group from the Assign Search menu.
4Click Assign and Save Search.

Result: The search is now assigned to the selected members.


Managing your Analyze searches

You can use the Manage Searches menu to view, rename, and export a list of your saved Analyze searches. You can also use the menu to save searches to your Leads account.

Accessing the Manage Searches menu

To access the Manage Searches menu,

    • From the Welcome menu in any location, click your name and then click Manage Searches:

Result: The Manage Searches menu is displayed. 

    •  Click the arrow for Analyze Saved Searches to see a list of your Analyze saved searches:

TipClick the plus sign + next to a search name displays the terms used in the search: 

Using the Manage Searches menu

You can use the Manage Searches menu to export a list of your saved searches, to rename searches, and to delete your saved searches. You can also save any of your Analyze searches as a Leads search.

The following table describes the options for managing your Analyze searches using the Manage Searches menu.

OptionDescription
Export

Click to export the saved search list as an Excel spreadsheet.

  • Select the individual saved searches you want to export or
  • Select the check at the top of the list to export the entire list.
Assign Search

Use to assign searches to yourself or to other users (if you have administrative right).

  • Select the searches you want to assign.
  • Click Assign Search.
  • Select the users for the search in the menu.
  • Click Assign Search.
Delete

Use to delete searches from the list.

Caution! Deleting searches is permanent. You cannot recover deleted searches.

  • Select the searches you want to delete.
  • Click Delete.
  • In the caution message, click Yes.
Save to LeadsUse to view the results of an Analyze search in Leads and to save the search as one of your Leads searches.
  • To begin, click Save To Leads.
  • Choose from the following to continue.
If you want to...Then click...
view the search results in LeadsView in Leads.

Result: The search runs and the results are based on the search criteria from your Analyze search.

For information about using search results, see Working with project search results.

save the search in LeadsSave to Snapshot.

Result: The search is saved as one of your Leads search.

For more information, see Working with saved project searches.

Rename

To rename a search,

  • In the Rename column, click the pencil icon on the line for the search.
  • In the box, type the new name for the search.
  • Click Save.

    Result: The menu refreshes and the new name is shown in the list.