Using Analyze Search Results

Option

Description

Load Search

To load and run a saved search:

• click to open the menu, click to select the search to run, and then click Load. For more information on this topic, see Searching in Analyze.

Save Search

To save the parameters of the current search:

• click to open the menu, enter a name for the search, and then click Save. For more information on this topic, see Searching in Analyze.

Load Insight Search

Click to select from one of your saved Leads searches to run. 

Assign Search

Click to assign the current search to yourself or to others in your work group. For more information, see Assigning a Search.

Option

Description

Custom Export

Click to open the Export Analyze Data window where you can customize your report.

Export All Charts

Select to export the data of each tile currently selected as a paginated PDF document.

Export All Date (xls)

Select to export the results as a formatted Excel spreadsheet. Each data tile is displayed in a separate Excel tab. Also included are the top 20 projects or companies selected from the matching results at the bottom of the results window.

Feature

Description

Clearing edit options

Each data tile has an edit option that lets you apply filters to your search results. Each time you select a filtering option, the current data tile and all other data tiles refresh with the revised data.

• To remove filtering and return a data tile to its original position, click Any in the breadcrumb list in the current data tile. All data tiles are reset.

Exporting results

You can export the results of a single data tile using the export feature on the tile. Once you select an option, the selected export type automatically downloads to your device. Note that the export format may not be available for each tile.

• PNG / JPG – The results are exported as the selected image type. 

• PDF – The results are exported as a PDF document. 

• Excel – The results are exported as a formatted Excel spreadsheet.

Sorting data tables

Most of the columns in data tile tables can be sorted by clicking on the column headers, both in ascending and descending order.

Selecting the data view

Most data tiles let you select from a variety of options for viewing the data. To change the data display, click on the icon at the top of the data tile.

Rolling up data tiles

You can roll up the data tiles so that only the top bar is visible.

• On the menu bar at the top of the window, click Edit.

• Click the toggle button at the top of the tile to show or hide the tile.

View

Description

Line

The line view displays the number of projects in relation to the selected date range for each search term. Each search term is represented by a separate color-coded lines:

Each pivot point on the line represents a change in the project count for that search term. Hovering over a pivot point displays the date and project counts for the term.

Grid

The grid view lists the dates and matching project counts in table format:

You can sort both the date and project count columns by clicking on the headings at the top of the menu.

Stacked area

The stacked area view uses color to add a dimension of volume for each search term:

Each pivot point on the line represents a change in the project count for that search term. Hovering over a pivot point displays the date and project counts for the term.

Bubble

The bubble view gives you a visual indication of the volume represented for each of your search terms:

View

Description

Map

You can use the interactive color coded map to refine your results by location:

The shading indicates the number of projects found in each state or province:

• Lighter shading equals fewer projects and darker shading equals more projects.

• Hovering over a location displays the number of projects by search term.

To the right of the map are colored circles that match the coloring for the search term. Hovering over a circle displays the name for the term. Clicking a circle removes or adds the term to the results. Note that you must keep at least one search term in the menu.

Using the menu

To filter results by location:

• click on a location in the map to add or remove the selection from your filtering. Note that the selected locations are shown in the breadcrumb list at the top of the menu.

• Click Any to reset the menu.

Column

The column view displays project counts by location for each search term:

Hovering over a column displays the count of each search term:

Using the menu

To filter results by location:

• click on the bars to add or remove the selection from your filtering. Note that the selected locations are shown in the breadcrumb list at the top of the menu.

• Click Any to reset the menu.

Grid

The grid view displays project counts by location for each search term:

Each search term is represented by a separate column.

Clicking on a column header resorts the column in alpha-numeric order. 

Using the menu

To filter your results by project location:

• click anywhere on the row to add or remove the selection from your filtering. Note that the selected terms are shown in the breadcrumb list at the top of the menu.

• Click Any to reset the menu.

View

Description

Map

The map displays the geographical locations of the companies by volume that participate in projects matching your search terms:

The shading indicates the number of companies found in each state or province: the darker the shading the greater number of companies found that match the search terms. 

Hovering over a location lets you see the number of companies.

Using the menu

To filter your results by location:

• click on the locations on the map to add or remove the selection from your filtering. Note that the selected states are shown in the breadcrumb list at the top of the menu. 

• Click Any to reset the menu.

Column

The column view displays the number of companies for each location that have projects matching your search terms: 

Hovering over the bars lets you see the number of companies for each location. 

Hovering over the search term name highlights the search term results in the menu. 

Using the menu

To filter results by location:

• click on the bar for the location to add or remove the selection from your filtering. Note that the selected states are shown in the breadcrumb list at the top of the menu. 

• Click Any to reset the menu.

Grid

The grid view lets you see the number of companies by location for each search term: 

Each search term is represented by a separate column. 

• Clicking on a column header resorts the column in ascending or descending numeric order.  

Using the menu

To filter your results by location:

• click on a row to add or remove the selection from your filtering. Note that the selected locations are shown in the breadcrumb list at the top of the menu. 

• Click Any to reset the menu. 

Note: The default view displays the list in descending order by date. You can resort the list by clicking on the Count or Query column headers.

View

Description

Pie

The pie view displays the role and the project count and related percentages of the role for projects returned:

Each section of the pie represents a separate role or group of roles. Hovering your mouse over the sections displays the role name, the project count and percentage of the total for the role.

Using the menu

To filter your results by role:

• click on a role segment to add or remove the role from your filtering. Note that the selected roles are shown in the breadcrumb list at the top of the menu.

• Click Any to reset the menu.

Stacked

The stacked view displays a breakdown of company roles for each of your search term:

Each bar represents a separate search term, and the different segments in the bars represent the roles and corresponding project count for the role. Hovering your mouse over the bars displays the role and project count for the search term associated with that role.

Using the menu

To filter your results by role:

• click on a role segment in the bar to add or remove the role from your filtering. Note that the selected roles are shown in the breadcrumb list at the top of the menu.

• Click Any to reset the menu.

Column

The column view displays the role name and corresponding project count for each of your search terms:

Each group of bars represents a role and the individual bars in a group represent a separate search term. Hovering your mouse over the bars displays the role and project count for each search term associated with that role.

Using the menu

To filter your results by role:

• click on the line for the role to add or remove the role from your filtering. Note that the selected roles are shown in the breadcrumb list at the top of the menu.

• Click Any to reset the menu.

Bar

The bar view displays the role name and corresponding project count by for each of your search terms:

Each group of bars represents a role and the individual bars in a group represent a separate search term. Hovering your mouse over the bars displays the role and project count for each search term associated with that role.

Using the menu

To filter your results by role:

• click on the line for the role to add or remove the role from your filtering. Note that the selected roles are shown in the breadcrumb list at the top of the menu.

• Click Any to reset the menu.

Grid

The grid view displays the role name and corresponding project count for each of your search terms:

In this menu:

Each search term is represented by a separate column.

• Clicking on a column header resorts the column in ascending or descending numeric order. 

Using the menu

To filter your results by role:

• click anywhere on the row for a role to add or remove the role from your filtering. Note that the selected roles are shown in the breadcrumb list at the top of the menu.

• Click Any to reset the menu.

View

Description

Stacked

The stacked view displays a breakdown of stages for each search term:

Each bar represents a separate search term and the different segments in the bars represent the stages for the term. Hovering your mouse over the bars displays the stages and project count for the search term.

Using the menu

To filter your results by stage:

• click on the bar to add or remove a stage from your filtering. Note that the selected stages are shown in the breadcrumb list at the top of the menu.

• Click Any to reset the menu.

Grid

The grid view displays the project count by search term for each stage:

Each search term is represented by a separate column.

Each row represents a different stage.

• Clicking on a column header resorts the column in ascending or descending numeric order. 

Using the menu

To filter your results by stage:

• click on the row to add or remove the stage from your filtering. Note that the selected stages are shown in the breadcrumb list at the top of the menu.

• Click Any to reset the menu.

Column

The column and bar view displays the number of projects for each stage:

Each group of bars represent a stage and the individual bars in a group represent different search terms. Hovering your mouse over the bars displays the search term and corresponding project count for the stage.

Using the menu

To filter your results by stage:

• click on the bar for a stage to filter your results by that stage. Note that the selected stages are shown in the breadcrumb list at the top of the menu.

• Click Any to reset the menu.

Bar

Pie

The pie view displays the count and percentage of projects for each stage:

Each section of the pie represents a separate stage. Hovering your mouse over the sections displays the stage name, the project count and percentage of the total for the stage.

Using the menu

To filter by stage:

• click on a section of the pie to filter your results by that stage. Note that the selected stages are shown in the breadcrumb list at the top of the menu.

• Click Any to reset the menu.