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Searching by Analyst

The platform allows users to easily filter and search for reports written by a specific analyst in a number of ways.

Read this article to understand how to:

  • Raise the profile and awareness of your analysts
  • Strengthen relationships between analysts and your subscribers

Users can easily locate content written by their preferred analyst in four main ways:

  • Filter Search by Analyst
  • Filter by Analyst on Report Pages
  • Analyst Autocomplete
  • External Biographies 

Read through this article for a breakdown of each of these analyst discovery methods:

Filter Search by Analyst

  1. The Advanced Search box is visible to the left on the product research pages.
  2. From the homepage, simply click Advanced Search and it will take you to the below page.

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  3. Click on the Analysts filter to show a list of analysts. On this page, analysts appear in alphabetical order. 

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  4. The number shown next to an analyst’s name represents the number of reports they are currently assigned to.
  5. Click on an analyst’s name to filter the search by analyst.
  6. A visual filter will show to reflect the selection.
  7. The selected analyst’s details will show on the search results top section.

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Filter by Analyst on Report Pages

When viewing a report you can click the Analyst's name and it will take you to their page with the reports they have worked on.

 

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Analyst Autocomplete 

  1. When typing an analyst's name, search suggestions will automatically show if the name matches an analyst in the system.

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  2. Click on the analyst’s name suggestion to add the filter.

External Biographies 

  1. You can click on the analyst’s name to follow an external link to their biography.

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