Palmata Docs/Reference/Filtering
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Filtering

A report holds a lot of questions. Filtering narrows it to the slice you care about right now — one funnel stage, one signal state, one topic. There are two tools: a global filter that follows you across every view, and an inline search inside each view.

The filter dock

The Filter button sits at the top of the report and stays with you as you move between views. Open it and you can narrow the whole report at once.

The expanded filter dock with controls for funnel stage, signal state, and tags

Funnel stage — discovery, evaluation, or decision. Look at only the questions buyers ask early, or only the ones they ask when they’re about to choose. A decision-stage problem and a discovery-stage problem call for different work, so it’s worth looking at them apart.

Signal state — filter to one of the four states from Concepts. Pull up only the “In Sources, Weak In Answer” questions to see every page that got read and skipped, or only “Not In Sources Or Answer” to see where you’re missing entirely.

Tags — if your audit was set up with extra dimensions, like region or product line, they show up here too. Add them from the same panel.

Whatever you set stays on. The Brand Perception numbers, the topic list, the sources, and the actions all recompute to the slice you chose. The active filters show as chips at the top; click a chip’s ✕ to drop it, or clear them all at once.

Each view also has its own search box that filters just that view. Type a plain word and it matches across everything in sight.

For a sharper cut, use a field prefix:

  • topic:pricing — only items tied to topics matching “pricing”
  • prompt:migration — only the buyer questions that contain “migration”
  • url:g2.com — only items involving that source

Combine terms with a pipe for an either/or match: topic:pricing | topic:onboarding. The available prefixes shift to fit the view — the Actions search knows about effort and competitors, the Sources search knows about URLs — but the pattern is the same everywhere.

Use the dock when you want the same lens across the whole report. Use inline search when you’re hunting for something specific on the page in front of you.