Overview
The Search option under the Insights tab lets users build custom reports from start to finish. This feature is optimal when pre-created reports don’t meet the user's needs and full control over the data, filters, and analysis structure is needed.
When to Use Search
Use the Search function to:
- Create a specific or unique report
- Combine multiple data points
- Explore trends or patterns not covered by pre-created reports
- Create a flexible, build-your-own approach to data analysis
Step-by-Step Instructions
1. Navigate to the Insights Tab
Begin by accessing the Insights section in the PPW platform. This is where reporting and analytics tools are centralized.
2. Select “Search.” This action opens a blank report workspace, allowing you to start from scratch rather than modifying an existing template.
3. Define Data Criteria
Enter keywords, metrics, or dimensions relevant to the report you want to build. This can include:
- Date ranges - purple
- Attributes - blue
- Measures (e.g., counts, amounts) – green
Be as detailed as possible to ensure accurate results.
4. Apply Filters and Parameters
Refine your dataset by adding filters. These help narrow down the results and improve relevance. Examples include:
- Geographic location
- Client companies, companies, contractors, etc.
- Work types, categories, etc.
5. Customize the Report Layout
Choose how the report is presented. Options include:
- Tables
- Charts or graphs
Adjust column layouts, sorting, and groupings to align with reporting goals.
6. Run the Search
Execute the search by selecting “Go” at the top left of the search bar to generate your report. The system will compile and display results based on your selected criteria.
7. Review and Adjust
Analyze the output and make any necessary refinements. You can modify filters, add new parameters, or restructure the layout to improve clarity.
8. Save or Export
Once satisfied, save the report for future use by selecting the ellipsis in the top-right corner, then Save (saving the report as an Answer) or Pin to a liveboard.
Users can export it in their preferred format (e.g., PDF, CSV, Excel).
Best Practices
- Start broad, then refine: Begin with general criteria and gradually narrow your focus.
- Use clear naming conventions: When saving reports, choose descriptive names for easy retrieval.
- Validate your data: Double-check filters and parameters to ensure accuracy.
- Leverage visualization: Charts and graphs can make insights easier to interpret and share.
Common Pitfalls to Avoid
- Overloading the report with too many filters, which can limit useful insights
- Using vague search terms that return irrelevant or incomplete data
- Forgetting to save customized reports for future access
Conclusion
The Search feature in the Insights tab is a powerful tool for creating custom reports that align precisely with your analytical needs. By following a structured approach—defining criteria, applying filters, and refining results—you can generate meaningful insights and make more informed decisions.
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