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.

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. In Trends, Palmata applies that same slice to every selected run before drawing the series. The active filters show as chips at the top; click a chip’s ✕ to drop it, or clear them all at once.

Inline search

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.

Universal Search

Universal Search is available when enabled for your organization.

Open Universal Search in the sidebar, or press ⌘K on Mac or Ctrl+K on Windows and Linux. On a small screen, use the Universal Search button. Universal Search is available across the app.

Type an action such as Switch organization, Open report, or Find a prompt. Action search and organization switching accept partial names and small spelling mistakes. Report selection uses the same report list as My Reports, ordered from most recent to least recent. Search by name or domain and scroll to load more results. Previously loaded pages are reused. Choose the action, then search its list of organizations, reports, topics, prompts, or recommendations. Use the arrow keys and Enter, or click a result. Escape returns to the action list; press it again to close the palette.

Global actions stay available while you view a report. Report actions use the selected report. If you start from another area of the app, choose a completed report first. Report actions stay available while the report loads. Choose one to continue automatically when its data is ready; if loading fails, retry or choose a different report. Sections disappear only when the loaded report confirms they are unavailable. Only enabled features and actions allowed by your permissions appear, including in recent locations.

Staff can open any Management section permitted by their abilities, or use Find a management report, Find a user, and Find an organization to search accessible records on the server. These searches share cached pages, debounce, pagination, and the default newest-first ordering with the corresponding list pages. Matching pages load immediately; scrolling requests the next page. Changing filters or organization scope uses a separate result set.

Choose Filter topics & prompts or Filter recommendations to enter an inline search, including the field prefixes above. Recent locations lets you return to places visited during this session. History is separate for each account and organization.

Finding reports

On My Reports, the count shows the total number of matching report cards, including cards that have not loaded yet. Versions of the same report count as one card. Scroll down to load more cards.

The All, Private, and Shared filters, search, and sort order apply to the full list you can access. Owners and admins default to All once their organization role loads. A filter you choose stays selected.