THOMSON REUTERS CORTELLIS FOR REGULATORY INTELLIGENCE QUICK GUIDE SERIES: No. 8 HOW DO I...? REFINE RESULTS USING FILTERS This quick guide highlights how to manage your search results on the results screen using the Reﬁne Search options. 1. After conducting a search, results are displayed in a list format by default. In the top left corner of the page, under Report Type, you will ﬁnd the total number of regulatory reports retrieved that contain the searched terms. If you also subscribe to other Cortellis content sets you will be able to view other report types, such as drugs and companies. FIGURE 1 CHOOSE FILTER CATEGORY ON RESULTS LIST 2. Applying Filters assists you in reﬁning results and ﬁnding more relevant information. Filter categories correspond to ﬁelds found in the Snapshot of regulatory reports. The following ﬁlter options are available in the left panel on the results screen: Country/ Region, Language(s), Document Categories, Document Type, Regulatory Version, Status, and Date. Filters appear collapsed by default. The only exception is Country/Region. By clicking on the arrows you can expand and collapse the ﬁlters as needed. If you would like to ﬁlter down by a document type, for instance, click the arrow next to Document Type to expand the ﬁlter. The top 3 ﬁlter options will be visible, meaning those most often represented in the results list. The number of results you can expect is indicated in brackets next to each choice. If the ﬁlter of interest is among the top 3, click this ﬁlter to apply it, e.g. Guideline. The ﬁlter indicator will turn green, and the results will be refreshed. To check for additional ﬁlters use the Choose More link. FIGURE 2 TOP 3 FILTER CHOICES THOMSON REUTERS CORTELLIS QUICK GUIDE SERIES 3. When you click on Choose More, a new window opens displaying ﬁlter options for the category selected. Display ﬁlters by Frequency or Alphabetical listing are available when large results are present. Use the check boxes to select ﬁlters of interest. FIGURE 3 CHOOSE MORE FILTERS 4. You can continue applying ﬁlters from other categories using the menu on the left. The content of the categories will vary depending on the ﬁlter type. Simply click another category of interest and make your selection. For example, click on Date to bring up the most recent information only. FIGURE 4 APPLY THE FILTERS When you are ﬁnished making your selections, click on the green Apply button. THOMSON REUTERS CORTELLIS QUICK GUIDE SERIES 5. The screen will refresh and show a new results set with your applied ﬁlters. At this point you may view the reports by clicking directly on the hyperlinked title. There are several options to help you manage your results. You can expand your results view per page, change your sorting options, save your results and set up an email alert, or export them. You can also change the view of your results. FIGURE 5 FINAL RESULTS LIST WITH FILTERS APPLIED © 2013 Thomson Reuters. All rights reserved. Republication or redistribution of Thomson Reuters content, including by framing or similar means, is prohibited without the prior written consent of Thomson Reuters. ‘Thomson Reuters’ and the Thomson Reuters logo are registered trademarks and trademarks of Thomson Reuters and its afﬁliated companies. For additional training assistance, please contact: [email protected] If you have any questions about using Thomson Reuters Cortellis please contact us: thomsonreuters.com/about/contact_us Read more about our products at: thomsonreuters.com/products_services Link to e-learning materials: http://resources.science.thomsonreuters.com/content/cortellis Find out how to contact your local ofﬁce: thomsonreuters.com/about/locations