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Using News Quick Filters

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 Guide

  • Click “News” page
  • Select a Quick Filter and enter your search parameters and conditions (for more details, see below this section)
  • Click “Search”
  • View the results. Optionally, adapt the results display by pressing card view
  • 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 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.

Converting to Advanced Filters

 

Step by Step Guide

  • Click “News Page”
  • Press “All News”
  • Click the Quick Filter
  • Press “Convert to Advanced Filter”
  • Add further Filters if needed
  • Press “Search”
  • Alternatively, when having Quick Filters applied and opening the Advanced Filters modal the system will allow you to “Convert all into Advanced Filters”.

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)

Editing default/favourite 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