Search Observations

The purpose of this article is to explain how to filter data in order to refine your list of observations for tailored actions.

  1. Click Observations (List view)
  2. Create your search by entering search criteria as required.
    The options include (non-exhaustive):
    • Issuers
    • Phases/Types
    • Dates
    • Status
    • Categories (i.e. Assigned company, position, etc.)



You can save your searches so you can use them again and save time accessing your relevant information. See Save Observations Searches article. 


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