Custom Filters

Leverage custom filters for unique, topic-specific, text-based dashboard filters for easy updates to saved searches and company documents

• What are Custom Filters?
• Adding Custom Filters
• Creating Custom Filters
• Things to Keep in Mind

What are Custom Filters?

Custom Filters are unique-topic specific, text-based dashboard filters that can be added to your dashboard via dashboard properties that allow you to update your dashboard without having to create new saved searches or dashboards.

Example: if a user is tracking multiple diseases and their treatments, you’ll be able to create a “Disease area” and a “Drug” filter that allows them to update their dashboard widgets results for specifics like Chronic obstructive pulmonary disease and Fluticasone or Type 1 Diabetes and Metformin.

Adding Custom Filters

Custom Filters can be added by selecting a dashboard from the template library with those custom filters. Custom-made or pre-configured Dashboards, and Dashboards from the Template Library with Custom Filters, will also have Custom Filters available to be added to the filter bar. Users can select to turn on/off filters using the dropdown menu under the Dashboard name. If you would like a custom filter that is not available via the template library, reach out to your account manager who can create them for you or follow the steps in the next section create them.

Creating Custom Filters

Option 1:

• Select a Saved Search or Company Document widget and click on the menu then select “Edit Search String”.
• Replace the keywords with the filters you want to create, putting them between { } (E.g. replace lymphoma with {cancer type}).
• Click on Save and then Continue.

NOTE: Saved Searches with updated strings will always be keyword variable dependent — i.e. you will not be able to use them independently from the Dashboard, as they’ll always require filters to yield results.

Option 2:

• Open the Dashboard Properties menu
• Click on the +Add Property button
• Type in the name for the new filter and click OK
• Head to the Saved Search and Company Document widgets’ menu to update the search strings (as explained in option 1) — the filters you created will appear under the search text box.
• Click on the specific filters to add them to your search strings.

Things to Keep in Mind

• Filters (or Keyword Variables) are nouns related to the specific dashboard
  • E.g. company, vehicle, beverage, software, disease, etc.
• Variables are case insensitive and can’t include special characters
• Any search you can run in the keyword search can also exist with variables in a widget
  • Examples:
    • Tesla TAM # = {company} TAM #
    • Netflix ad-supported subscription outlook = {company} {subscription type} outlook
    • Lymphoma pirtobrutinib phase 1 trials = {cancer type} {treatment} phase 1 trials
• Alerts are not supported on Saved Searches that use Keyword Variables
• Saved Searches with Keyword Variables are only editable in the Dashboard
• The Dashboard will display up to 5 filters per row, but there is no limit to how many filters you can create or add to a dashboard.