Searching in Agencies

The New Agencies Module allows you to search and filter on enriched agency attributes, like population or enrollment count, and build targeted agency lists more efficiently. Export that agency data for your team to better action, or open your Agency searches in our other search modules to gain access to historical spend, open opportunities or contracts, or pre-RFP insights from our Meetings module.

1. Navigation
2. Creating a Search: Adding & Using Filters
3. Creating a Search: Adding & Using Keywords
4. Search Actions

Navigation

• Access the Agencies Module via the navigation bar on the left-hand side. Hover over that bar and select "Agencies" to navigate to the Agencies Module.

• Important Note: The Agency Search module contains Agencies with and without associated GovSpend data. Therefore, you will find agencies with no associated bids/contracts/meetings/spending/contacts. This module will continue to grow into a one-stop-shop for all data related to Agencies, if you have feedback on data or functionality that would be useful in this module, please let us know!

Creating a Search: Adding & Using Filters

How to Use Filters:

• On the left you'll find a default set of filters that you can use to refine your search

• Click any one filter to expand it and make your filter selection, you can use any number and combination of filters at the same time

• Use the 3 dot menu within the filter to change the type of filter you are using. Below are the various filter types and their use cases:

 

• • List: This provides a list of all available options for that filter. Check one or multiple values from the list to filter for those exact items.

• • Matches: This allows you to search on keywords. Simply input a keyword or multiple keywords to perform a fuzzy search across that field for those keywords. 
    • Pro Tip: For Agency Name specifically, this can be useful if you have a list of agencies and you don't want to hand select them one by one in the List filter.
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  • Exists: This allows you to filter based on whether data exists for that field or not across the set of Agencies.
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  • Number: This filter type is only available for numeric fields and allows you to input a custom range to filter on.
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  • Number Slider: This filter type is only available for numeric fields and allows you to use select and filter on a set range.

• Once you've made your filter selections, click "Search" to filter your results

Additional Filter functionality

• • Use the 3 dot menu associated with each individual filter to:
    • Clear any selections you've made in the filter
    • Delete the filter entirely (note that "Reset All" will bring you back to the default state with that filter available)
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  • Use the controls at the top of the Filter menu to:
    • Clear all - This will clear any filter selections across all your filters

 

• • • Expand/Collapse - This will collapse or expand any filters in use
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    • Close the filter sidebar to give more space for your search results

Adding Filters

• Use the "Add Filter" button to open up and add additional fields to filter and refine your search results

• Click "Add Filter" and in the field picker that opens, select one or multiple fields to add as additional filters
  • For a full list of fields available in the Agency Search module, click here

• Once you've added a new filter, click to expand it and make your filter selections, then click "Search" 

Demographic Filters as Default

• By default, these demographic filters are in the left hand filter menu:
  • Population Count/Served: This data is available for Counties and Municipalities
  • K-12 District Enrollment Count: This data is available for K-12 Districts
• Input any range into the number input to search and filter by these fields
• To add any unseen filters to the left hand filter menu, simply use the Add Filter button

Creating a Search: Adding & Using Keywords

• Input keywords into the main search bar to search across agency fields for your keywords

• As you enter each keyword they will populate in a popover under the search bar with the following actions:
  • Sort: This sorts your keywords alphabetically A-Z. To undo the sort, simply click the button again

 

• • Copy: This allows you to copy all your keywords. If you have specific keywords selected it will copy just those keywords.
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  • Delete: This allows you to delete all your keywords or delete the keywords you've selected.
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  • Click individual keywords to "select" the keyword and unlock the following actions:
    • Exact Match: This applies to keywords made up of two or more words (for example "key board"). The default search criteria performs a "fuzzy" search on your keyword, allowing up to 3 words in between your multi-word keyword. If you prefer an exact search be performed, click the "exact" button. Once you set a keyword to exact you'll see the exact icon on the keyword tag.

 

• • • View Only: If you have multiple keywords entered, you can view results for only one keyword or a few specific keywords by clicking the "view only" button.
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    • If you wish to apply the above actions to all your keywords at once, use the "Select All" button and then select your action of interest.

• Use the menu on the left of the search bar to perform the following actions:

 

• • Include Word Variations: This is selected by default and will include multiple variations of your keywords in the results.
    • Example: When searching for "keyboard" you will receive results for "keyboards", "keyboarding", and "keyboarders".
    • If you wish to search only the the variation of the keyword you entered (i.e. "keyboard") uncheck this option.
  • Customize how your keywords are used in the search:
    • Match any of these keywords - Shows results that contain one or more of the key terms you added (this is the default setting)
    • Match all of these keywords - Displays results that have every key term you added in a single purchase order.
    • Match none of these keywords - Shows results that do not contain any of the key terms.

Search Actions:

Once you have your filters and keywords finalized and associated search results, use the buttons in the top right of the page to perform various actions on your search.

• Reset All - This will reset the search page to the default set of filters and columns and remove any of your keyword or filter criteria.

• Save - This allows you to save your search, with two options available:
  • Save Current: If this is a new search this will be your only option and allows you to save your search. This is also the option you'll want to select if you're modifying and saving an existing search.
  • Save As New: If you have a saved search loaded, make modifications, and want to save those modifications in a new search, use this option.

• Load Search - This allows you to load any previously created saved Agencies search. You'll have access to all searches at your Organization or can use the "created by me" toggle to filter to only your searches.

• Export - Use this to export your search results. For full details on our export functionality click here.

• Share - This generates a link to your saved search results that you can copy and share with colleagues.

• "Open In" - This allows you to open your search criteria in any one of the following modules: Bids, Contracts, Spending, and Contacts. Use the 3 dot menu to access this functionality.

 

• • Note: Search criteria will only carry over for default filters. If you've added an additional filter or the other module doesn't have a certain field as default, then that criteria will not be carried over to the other module.