In this article:
Search
Data Panel
Filters
Keywords
F.A.Q.
Search
When performing searches, different elements will be highlighted in distinct colors to help you identify them:
- 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.
- A custom field name that is "included in reporting" AND matches either a system attribute or another custom attribute, ClearInsights automatically appends a number to the custom field in the report.
- The first number used to append is (2).
- If there are multiple duplicates, any duplicate would have a sequential appended number.
- Depending on when the custom fields are created, it's possible that a candidate or requisition might have values of N/A and/or {blank}, this is expected.
- The first number used to append is (2).
In the search bar, you may notice:
- Yellow highlights an ambiguous data value. Review the selected value to ensure it is being pulled from the desired attribute
- Red highlighting invalid syntax.
You can add a column name to the search bar by double-clicking on it from the left data panel or typing it directly into the search bar.
Use the data panel on the left to manually select attributes or type them in the search bar at the top. Note: This search bar is for selecting attributes only, not for asking questions.
The "versus" keyword allows you to compare different measures. This enables meaningful comparisons directly from the search bar.
Data Panel
Use the data panel on the left to manually select attributes or type them in the search bar at the top. Note: This search bar is for selecting attributes only, not for asking questions.
When entering a specific value in the search bar, check which attribute it's pulling from, as multiple attributes may share the same value.
Filters
Filters allow you to narrow down your results to only include the data that meets specific conditions. You can add filters to searches, tables, and views and the results will only show rows that match the filter criteria.
There are multiple ways to filter:
- Filter in Search Bar: When you add a data value to your search, it automatically becomes a filter.
- Filter in Bulk: For large datasets, you can create bulk filters by pasting a list of values, separated by commas.
- Filter from left panel: Hover your cursor over a column in the left data panel to view the filter icon. Select the filter icon to see a list of data values, and select which to include or exclude.
- Filter by Date: An enhanced date picker allows filtering by date in liveboards.
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Filter from Y-Axis: Apply conditions directly from the Y-axis label (e.g., "Show only departments with total sales above 10 million").
Filters will adjust all Answers on the Liveboard. Adjust filter values and save the view for easy, one-click access in the future. Liveboard filters override individual Answer filters. For example, if an Answer is set to 30 days but the Liveboard is set to 90 days, the Liveboard filter will apply.
Right-click any data point on your Liveboard to filter the entire Liveboard by that value. For example, right-clicking “California” on a geochart and selecting Filter will update all visualizations to display data for California only.
Keywords
ClearInsights Keywords are a fast and effective way to execute advanced searches using predefined words. Keywords are grouped into the following categories:
- Basic Keywords - Use keywords such as ‘top’ & ’bottom’ for best and worst performing attributes.
- Date Keywords - Narrow down your search by days, weeks, months, quarters, or years.
- Text Keywords - Use this to find similar words or phrases that contain a certain word.
- Number Keywords - These keywords allow you to define your search by count, average, unique, sum, and ratio.
- Comparative Keywords- Filter keywords work in the same way as filters on table columns or chart axes.
| Keyword | Examples |
|---|---|
| top n | What are the top 10 recruiters by count of candidates |
| bottom n | Show bottom 3 sources by candidate count |
| sort by |
Sort by descending/ascending |
| Function | Examples |
|---|---|
| all | Show all the recruiters |
| between... and | Which hiring managers have an offer acceptance rate between 25% and 75%? |
| vs, versus | Show me hires monthly in 2023 vs 2024 |
| “Greater than” or “more than” | Which stages currently have more than 85 candidates? |
| “Less than” | Which sources have less than 200 candidates? |
| “Greater or equal to” or “n or more” or “at least” = | Which hiring managers have 15 or more openings? |
| “Less than or equal to” or “n or less” <=></=> | Which recruiters currently have 5 or less candidates in the interviewing macro stage |
| “Equal to” or “Exact” or “have n” = | Which recruiters have 3 candidates in the offer macro stage? |
| “Exclude “or “not” != | How many candidates in our macro stages, exclude dispositioned |
| Keyword | Examples |
|---|---|
| after | applied after 10/31/2024 |
| before | Reqs created before March 2024 |
| between … and ... | Hire date between 01/30/2024 and 7/10/2024 |
| daily | How many candidates applied, show daily |
| day | How many candidates applied on Monday this week? |
| day of week | Which day of the week had the most candidates apply in the past 6 months. |
| weekly | How many candidates applied last quarter show weekly |
| month | Show candidates that we hired in June this year |
| monthly | How many candidates entered the offer macro stage last year, show monthly |
| quarter | How many offers did we create in Q2? |
| quarterly | How many hires were made this year, show quarterly |
| year | Which 3 sources had the most candidates in 2024 |
| yearly | How many candidates per macro stage, show yearly? |
| week to date | Show candidates that applied week-to-date |
| month to date | Show all requisitions opened month to date |
| quarter to date | How many hires made quarter to date? |
| year to date | Show all candidates that rejected an offer year-to-date |
| last n days/weeks/months/quarters/years | How many candidates entered the screening macro stage in the past 45 days |
| last week/month/quarter/year | Show me requisitions titles that we opened last month |
| Yesterday, today, tomorrow | How many scorecards are due tomorrow? |
| n days/weeks/months/quarters/years ago | Which requisitions were closed 2 weeks ago? |
| this week/month/quarter/year | How many hires came from Indeed this quarter? |
| next n days/weeks/months/quarters/years | Which requisitions have a desired start date in the next 3 months? |
| next day/week/month/quarter/year | How many scorecards are due next week? |
| Keyword | Examples |
|---|---|
| begins with | Show me reqs that begin with “LPN” |
| contains | How many candidates applied to roles that contain “engineering” |
| ends with | Show me reqs that end with “assistant” |
| not begins with | Show me reqs that does not begin with “temp” |
| not contains | How many candidates applied that have a state that does not contain CA |
| not ends with | How many roles do not end with “specialist” |
| Function | Examples |
|---|---|
| “count” or “how many” |
What’s the current count of candidates per stage |
| unique count | What is the unique count of candidate email addresses |
| average | What is the average days in stage for each stage? |
| sum | Show me a sum of openings per department |
| ratio | What is the ratio of new applicants per hire? |
F.A.Q.
When a search term has multiple meanings, ClearInsights provides a disambiguation option by presenting a list of possible meanings. Your selection is saved ("sticky") for future searches.
Click on a column name and the information icon to view details about that column, including its data type, synonyms, and sample values. You can also double-click on a column name to add it directly to your search.
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