Sort keyword results to see latest news per account
After you access your project on QuantCopy, you can now properly sort the results by keyword (default), date, or score. Open the
Results tab, scroll past your people results. You can find a keyword filter on the right side.
As shown in fig.1
Import - people or keywords
You can now
import "people" and/or "keyword" searches from your other projects.
Navigate to the
Keyword Search tab, top right you will find
import button. After you click on it a window is going to open. Now pick 1 or more projects from the drop down menu and directly import the keywords from them by pressing the blue button in the bottom right
Add X keywords. From there, the windows closes and what is left is to press
Run Changes that is located in the top right corner.
As shown in fig.2
The same way you've imported keywords you can do and with people. Simply navigate to the
People Search tab and follow the same instructions as for the keywords.
As shown in fig.3
Top 3 Results
We`ve made an update to show you the
top 3 results per keyword for a cleaner more structured report. We`ve also added a feature to show you more snippets if you need the extra information. Simply navigate to the
Results tab and scroll past the people tables. From there, when you reach your keyword on the right side you`ll see
X/Y numbered button that when you
hover over you`ll get
See all results. Once you press it the page will lead you to a different one where you can see all relevant results for this keyword. Action on them as usual and when you are finished, you can go back to the report simply by clicking
Back to the summary in the top left corner.
As shown in fig.4
We`ve created this section to ease how you act when you have a call with a client or you are constructing an email. You can create and delete multiple
Reports as you see fit.
Go to the
Results tab, on the right side of the screen you can locate
Reports NEW. Once you press on it you can find a "+" sign in the top right corner from where you can create a
new report. Pick out the name and press
Enter or the
> button next to the name.
You`ll be taken to a page where on the left side you will have all the results for that company and on the right side you can build your report. When you hover over a person in the tables or the snippets you`ll see an
Add to report button, simply click on it and start building your report (N.B For the snippets in the report you can use the feature shown in fig.4 Top 3 Results). Once you are finished, simply go to the top right corner and press the
X. This will lead you back to the
Results Tab. You can then access your report when you need it.
If you have multiple
Reports and its starting to clutter, you can delete the ones you don't need anymore by opening the report and locating the
... button next the
X button in the top right. Click on it and a
Delete button will show. After that, you'll have to verify that you want to delete the report by pressing on
Delete once more when the pop-up window shows.
As shown in fig.5
In the settings tab, the option
Copy project now works as intended.
By pressing the button you can now properly copy and tick the settings for the accounts, people and keywords and
create a new project using them.
As shown in fig.6
P.S - We have split up our backend in order to parallelise it and improve the speed and amount of runs that we can support.