Help: Navigating the search results page

After you run an advanced search, you have many options to view, organize, visualize, download, and share your content. This article introduces you to the tools on the search results page, helping you make the best use of the data you’ve found.

This article focuses on your tools and features for using the data presented in search results. We also have articles available covering the definitions of all columns in the search results tabs.

After you read this page, visit our introduction to pivot tables or introduction to charts for more ways to use your search results.

The top portion of the search results page, known as the header, provides quick access to common actions. It also allows you to see your search criteria and make quick adjustments to refine your results.

The example below shows the search results of a saved and shared Companies & Deals search. However, all search results headers share a similar layout. The numbers in this image correspond with the definitions below.

1. Search Title – You can customize your search title from the header, which is helpful if you plan to return to the search in the future or share it with coworkers. To do so, click on the current title, and a textbox will appear.

2. Search Results Count – Next to the title, see a count of the results for the search results tab you are viewing. For example, you will see the number of company results when viewing the Companies tab and the number of deal results on the Deals tab. Learn more about search results tabs in the Results ribbon section of this article.

3. Ellipses – The three-dot menu next to alerts gives you access to various key actions, including the ability to add the search to a Workspace, add a note, duplicate the search, and leave or delete the search.

4. Collaborators Icon – If your search is shared with others, you will see circles showing the collaborators on the search. Click on the images to see the list of people who share this search and other collaboration details.

5. Alarm Icon – Click the words Set Alerts to schedule email alerts for updates, such as when new results match your search or there are updates to the businesses or people in the results. For more information on alerts, check out our article How to create and edit alerts and subscriptions.

a. If you have previously set alerts on this search, this button will say View Alerts. Clicking View Alerts will give you the option to see only rows with changes in the time period relevant to your alert.

6. Share – The Share button and link icon allow you to share your search with others.

7. Save/Save As New – The blue Save or Save As New button allows you to save your content as a Search or a List. A saved search is a dynamic collection. It can change as new entities are added to PitchBook that meet the saved search’s parameters, or as updates mean that some entities in the search no longer meet the parameters. A saved list is a set, static collection of entities.

8. Apply Changes – If you’ve edited a saved search or list that you’ve shared, click Apply Changes to save them to your saved search or list. This change will be reflected across all collaborators.

9. Quick Criteria – The Quick Criteria option appears in Companies & Deals searches and lets you easily edit Company Details, Industry, or Deal Criteria directly from your search results. For more detail on how to use this feature, consult the Quick criteria section of this article.

10. Modify All Criteria – If you wish to make other changes to your search results, click Modify All Criteria to return to the comprehensive screener tool and make these changes. For convenience, your current search criteria are displayed below this link.

Quick Criteria

The Quick criteria tool appears after you run a Companies & Deals screener. It provides drop-down options to help you edit key criteria directly from the search results page.

To adjust searches in other screeners, or to make other types of changes in Companies & Deals searches, click the blue Modify All Criteria link to the right of the Quick Criteria selections.

Collaborate

You can share the results of your search with your colleagues or collaborate with them to manage the search in the future.

1. To begin, click Save to save the search.
2. Once the search is saved, click the Share button in the upper right-hand corner of the page to invite and manage collaborators.
3. You have the option of giving your coworkers can view or can edit access.
   
   1. With the can view permission, the collaborators will not be able to make changes to your search criteria, table layout, or columns.
   2. Collaborators with can edit can make a full set of changes to the search, including:
      
      1. Modify criteria
      2. Edit the search results view
      3. Add other collaborators

The results ribbon allows you to navigate among data on different types of entities. It also allows you to edit the results display and download your search results.

Overview tab

To the left of the detailed results tabs, the Overview tab provides a broader look at the industries included in the search results. The section is only found within Companies & Deals screeners.

Detailed results tabs

The detailed search results tabs allow you to view results based on different types of entities. Each tab allows you to access many columns of data about the entities to easily facilitate comparisons.

For example, in a Companies & Deals search, the Companies tab includes data about the companies that match your search results. The Deals tab includes data about the individual deals associated with these companies.

This table lists all the search results tabs and the screeners you can access them from. The Public Companies screener is not included here since it has a different set of search results tabs focusing on public company general information and financial data.

Pivot tables and charts

Pivot tables and charts to compare trends across your search results visually. Clicking on Pivot Table or Charts in the ribbon opens a drop-down menu where you can select the type of data you’d like to focus on in your analysis. Once selected, the pivot table or the chart builder will appear. For details on how to use the pivot table or chart builder, visit the articles below:

• Creating a pivot table using search results
• Creating a chart using search results

Resources

In the middle of the ribbon, you can find a menu of different resources. Your options in the menu will change depending on the results tab you have selected. Below we’ve listed all possible actions you can perform from this menu and the tabs they appear in.

• View Data in Public Company Search – This option is available on the Companies and Deals tabs. Selecting this option will filter your search so that only public companies remain.
• Segment with Market Maps – This option is only available on the Companies tab. The market map option will open a new tab and display your search results as a market map.
• View Suggested Companies – This option is only available on the Companies tab. This option opens a side tab suggesting companies to add to your search results. The suggested companies are related to the companies in your search results but were filtered out based on your criteria. You can add any of these companies directly into your search without having to modify the criteria.
• View as Custom Benchmark – This option is only available on the Funds tab. This option opens a new tab where you can develop custom benchmarking criteria for the funds in your search results. Learn about custom benchmarks in our article Creating Custom Benchmarks and Benchmark Comparisons.
• Open in Funds Overview – This option is only available on the Funds tab. This option opens a new tab providing a macro-level view of the funds in your search results.

Notes

Clicking on the Notes button in the results ribbon opens a side menu listing all notes associated with this search or with the companies, investors, and other businesses in your search results.

Edit table

Clicking the Edit table button opens a menu with the following options:

• Table settings
  
  • Edit Columns – Add and remove data columns or rearrange the order they appear in. Definitions of each of these columns are available in our search results field definitions articles. You can find links to these articles in the Detailed results tabs section above.
  • Sort Columns – View any column sorting currently active and set up multi-column sorting.
  • Manage Filters – View any filters that have been applied to search results columns. You can remove the filters from this menu or adjust them directly in the column headings.
• Layouts
  
  • Lists any column layouts you have created and saved. Some layouts appear in this menu for all users, and you can also select custom layouts. Click on a layout to switch your view, or click Save Layout to save your current view as a new layout.

Download

The Download button at the right of the ribbon contains two options for downloading your search results to Excel.

• Click Download to download your current search results columns. Before the download begins, you can confirm the number of downloads the template will use from your limits and choose whether to proceed.
• Click the down caret to the right of the Download button to open a menu with additional options, including all possible columns, your saved layouts, or specific download templates. On the selection menu, you can view the columns included in each template and how many downloads that template will use from your limits.

To understand how this feature fits into a broader workflow, check out PitchBook Pioneer’s courses:

• PitchBook 101
• Deal Sourcing: Identifying Opportunities
• Wealth Managers: Getting Started