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. Choose “In Sources, Weak In Answer” to inspect questions with an owned source but little brand influence in the answer, or “Not In Sources Or Answer” for questions with neither an owned source nor a brand mention.

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.

Source report — in a combined view, select one or more source reports to narrow the results to those reports. Each label includes the brand name and a report identifier so you can distinguish runs of the same brand. Combine this selection with other filters, or clear it to include every combined report.

Whatever you set stays on while you move between views of the same report. 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 word to search the fields supported by that view.

Use a field prefix to search a particular field:

• 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 to filter across report views. Use inline search to find items within the current view.

Quick Navigation

Quick Navigation is available when enabled for your organization.

Open Quick Navigation in the sidebar, or press ⌘K on Mac or Ctrl+K on Windows and Linux. On a small screen, open the sidebar to use Quick Navigation. Quick Navigation 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. Results are ordered newest first. Scroll to load more. Changing filters or organizations updates the results to match your selection.

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.

Use Search reports at the top of the list to search, sort, or choose a visibility filter. On desktop and tablet, type directly in the search card; select the field or filter icon to expand visibility and sort below it. On mobile, select the search icon to open the full search card. All is selected by default and includes every report you can access. For members, that means their own private reports and reports shared with the organization; owners and admins can also access other users’ private organization reports. Choose Private for only your own private reports or Shared for reports visible to the organization. Select the active visibility choice again to clear it and return to All. Your selections stay active when the card collapses. The filter icon counts active visibility and non-default sort choices; All and Newest first do not add to the count. Use the ✕ in the search row to clear the query and every filter at once.