ClearInsights Max: Search & Filters

ClearInsights Max allows you to explore and analyze your data using searches, filters, and predefined keywords. This article explains how to use the search bar, select attributes from the data panel, apply filters to refine results, use ClearInsights keywords for advanced searches, and troubleshoot common search issues.

In this article:
Search basics
Adding attributes to a search
Use the data panel
Apply filters
Use ClearInsights keywords
FAQ
Additional Resources

Search Basics

Use the search bar to build reports and explore data. As you type, ClearInsights highlights different elements in the query to help you identify them.

Color highlights:

• Attributes will appear with a blue background.
• Measures will appear with a green background.
• Keywords or Filters will appear with a gray background. These include terms like "top N", "sort by", "after", "quarterly", and more.

Highlight warnings

You may see additional highlighting in the search bar.

• Yellow highlighting: Indicates an ambiguous value. This means the value could belong to multiple attributes. Review the selected value to confirm it is pulling data from the correct attribute.

   

• Red highlighting: Indicates invalid syntax in the search query. Correct the highlighted text before running the search.

   

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Adding attributes to a search

You can add attributes in two ways:

• Option 1: Use the data panel. Double-click an attribute in the data panel to add it to the search.

• Option 2: Type in the search bar. Type the attribute name directly into the search bar.

   

Note

The search bar is used to select attributes and build queries. It does not support natural language questions.

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Duplicate custom fields

If a custom field included in reporting has the same name as another attribute, ClearInsights automatically adds a number to the field name.

Example:

• Hire date
• Hire date (2)
• Additional duplicates receive sequential numbers.

Blank or Null values

Depending on when custom fields were created, some records may contain:

• Null

   

• Blank values

This is expected behavior when fields were added after some records already existed.

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Use the data panel

The data panel on the left side of the screen displays all available attributes.

Use it to explore data fields and add them to your search.

• Viewing attribute details: Select an attribute to view additional information, including:
  • Description
  • Sample values
  • Data type

  • This helps confirm you are using the correct field in your search.

     

• Adding attributes: To add an attribute to your query:
  • Double-click the attribute
    OR
  • Select the checkbox next to the attribute
  • The attribute will automatically appear in the search bar.
• Choosing the correct attribute: Some attributes may contain similar values. For example, a value like California could appear in multiple attributes. Always confirm which attribute is being used in your search.

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Apply Filters

Filters narrow your results to show only the data that meets specific conditions.

Filters can be applied to:

• Searches
• Tables
• Liveboards
• Visualizations

Troubleshooting filter issues

If data does not appear as expected, first review your filters. Conflicting filters are the most common reason data appears incorrect or missing.

Try the following:

• Review all active filters.
• Reset filters if needed.
• Remove filters one at a time.
• Confirm which filter may be excluding the data.

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Ways to apply filters

You can apply filters in several ways.

Filter in the search bar	When you add a value in your search query, it automatically becomes a filter. Example: Candidates applied after January 1
Filter from the data panel	Hover over a column in the data panel and select the filter icon. From there you can: Include values Exclude values
Bulk filters	For large datasets, you can filter multiple values at once. Paste a list of values separated by commas. Example: California, Texas, Florida
Date filters	Use the enhanced date picker to filter data by: Specific dates Date ranges Relative time periods
Filter from the Y-axis	You can apply conditions directly from chart axes. To do this: Right-click a data point in a visualization. Select Filter.
Liveboard filtering	Filters applied on a Liveboard affect all visualizations on that page. If a Liveboard filter conflicts with an individual Answer filter, the Liveboard filter takes priority. Example: Answer filter: Last 30 days Liveboard filter: Last 90 days

Use ClearInsights keywords

Keywords allow you to perform advanced searches quickly using predefined commands.

Keywords help you:

• Compare results
• Filter data
• Group data by time
• Perform calculations

Common examples include:

• Top 10 recruiters by hires
• Candidates applied in the last 30 days
• Hires monthly in 2023 vs 2024
• Average days in stage by recruiter

Keyword categories

ClearInsights keywords are grouped into several categories:

Basic keywords Used to identify best or worst performing attributes.	Examples: top bottom sort by
Comparative keywords Used to compare values or define conditions.	Examples: greater than less than between exclude
Date keywords Filter data based on time periods.	Examples: last 30 days this quarter year to date monthly
Text keywords Search for matching words or phrases.	Examples: begins with contains ends with
Number keywords Perform calculations or summarize data.	Examples: count unique count average sum ratio

For full keyword lists, see:
ClearInsights Max: Recruiting Getting Started
ClearInsights Max: Performance Getting Started

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F.A.Q.

What Happens When a Search Has Multiple Possibilities?

If a search term could refer to multiple attributes, ClearInsights displays a disambiguation list. Select the correct meaning from the list. Your selection will be saved for future searches.

What does this data contain?

To view column details:

• Select the column name.
• Select the information icon.

This displays:

• Data type
• Synonyms
• Sample values

You can also double-click a column name to add it to your search.

Why does my search return no results?

If your search returns no results, review the following:

• Confirm that filters are not excluding the data.
• Check that the date range includes the expected timeframe.
• Verify that the correct attributes were selected.
• Review the query for invalid syntax or red highlighted text.
• If needed, clear all filters and rebuild the search step by step.

How do I reset filters?

If your results appear incorrect, you can reset filters by:

• Clearing the search query.
• Removing filters applied in the data panel.
• Removing any filters applied to the Liveboard.

After resetting filters, rebuild the search step by step.

Why does my data look incorrect?

The most common causes include:

• Conflicting filters
• Incorrect attributes
• Ambiguous values in the search bar
• Liveboard filters overriding report filters

Start by reviewing and resetting filters, then confirm the attributes used in the search.

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Additional Resources

ClearInsights Max: Best Practices
ClearInsights Max: Recruiting Getting Started
ClearInsights Max: Performance Getting Started
ClearInsights: Activity Attributes
ClearInsights: Talent Development Data & Attributes
ClearInsights: Talent Acquisition Data & Attributes