Search history

The Search history helps you to review, manage, and refine all your searches

The Search history page provides a comprehensive overview of all your searches. It is crucial for reviewing, managing, and refining the searches. In particular, it serves three key purposes:

1. Record keeping: Maintains a log of all searches performed, providing a historical record that can be referenced or audited.

2. Search management: Helps you to manage and organize your searches, including editing the search name, merging searches, and downloading results.

3. Collaboration: If enabled, it facilitates collaboration among team members by displaying searches performed by different users within the organization.

Example of the search history tab

Features and functions

The Search history page has multiple features. We are highlighting a few below.

Search filter

The Search Filter section enables you to filter through the Search history to find specific searches quickly. You can filter by search name or the query itself by enabling the "include search terms" toggle. You can also restrict the view to only your favorites.

Actions menu

The Actions menu (represented by three dots) provides various options for each search:

• Details: Go to the detailed view of the search.

• Firm-level CSV: Directly download the search result in CSV format at the firm level.

• Refresh search: Re-run the search with the same parameters to update the results with the latest data.

• Merge search with: Offers the functionality to merge the current search with another, described in more detail here.