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Using Quick Filters in "All Companies"

 

These configurable filters are designed to ensure you can utilise your most commonly used search criteria right away, having your favourite filters always readily accessible. Quick Filters are connected using a general “AND” condition between each filter, so they are best suited for simpler searches.

Applying Quick Filters:

To use Quick Filters, simply select the desired Filter and fill in the required details.

Step by Step

  • Head to “Companies” menu
  • Click “All Companies”
  • Select a Quick Filter and enter your search parameters and conditions (for more details, see below this section)
  • Click “Search”
  • View the results within the table
  • You can then continue to populate different filters to refine your results or use the “+” button to include and search for additional filters.

Depending on the filter, we support:

  • Searching for the inverse query by clicking “does” / “is” toggle to turning it into “does not” / “is not”
  • Switching the operator from “equal to” to “include”, where an “include” allows you to search using multiple values, acting similarly to an “OR” condition.
  • Numeric filters have further relation conditions available, such as “greater than”, “less than”, and “between”.
  • When using a dropdown with a condition that supports multiple values (e.g. “include”), holding down the “Control” or “Command” key when clicking allows you to select several values without having to close it.

Please notice that the following conditions are defaulted in Quick Filters (you’ll need to convert them into Advance Filters if further customisation is required):

  • Quick Filters that refer to dates only offer Dynamic date intervals (e.g. “Today” or “7 days ago”).
  • For Quick Filters that include different years of records, the “Only Latest” condition will be applied in the background. This will only appraise the latest record for the corresponding filter field when deciding which Companies / Transactions / Articles to return e.g. where a company has Revenues for 2022 and 2021, only 2022 would be considered.

Saving Quick Filters as a View:

Once you’ve landed on a nice set of applied Quick Filters, simply click the “Save Filter View”. After that, you can access the View from the “Select View” drop-down and see your saved Quick Filters. Any modifications will be temporarily kept, so make sure to save any relevant changes.

Step by Step

  • Head to “Companies Page
  • Click “All Companies”
  • Add Quick Filter(s)
  • View the results within the table
  • Click on “Save Filter View”
    • Enter your View name
    • Toggle on “Create alert for this view?” if you wish to receive alerts of new companies matching your filters
    • Choose the visibility for your View
    • Click on “Create view”

Removing Quick Filters:

Step by Step

  • Click the “X” to clear a particular applied filter
  • Click “Clear” button to remove all applied filters (including Advanced Filters)

 

Managing default or preferred quick filters:

You can favourite up to 12 Quick Filters, which will add them to your default set on the “All Companies” page and pin them to the top of the filters dropdown.

 

Step by Step

  • Click on “+” button
  • Click on the star icon to move the Quick Filter to the top of the list and add it to the default set
  • Click on the star again to remove it from defaults/favourites