Smart Searches Overview
Smart Searches are saved, reusable reports built from queries you rely on often. Instead of recreating complex filters every time you need a recurring report, you can launch them instantly. They’re global across your organization, giving everyone access to the same up-to-date insights—whether grouped by customer, project, cleanup activity, storage tier, or anything else that matters to your business.
⚙️ Customizable? This report is customizable and requires an admin account. If you need changes and don’t have the permissions, contact your System Administrator.
🌍 Scope: Global (all volumes) unless a specific path is selected in the filters.
How to Access the Smart Searches Report
From the Analytics menu |
From the results pane → path column |
|---|---|
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Loads the report across all volumes (unless filters are active). |
Loads the report starting directly at that path. |
How to Use the Smart Searches Report
✏️ Hover over charts to see more details.
CALLOUT |
DESCRIPTION |
|---|---|
A |
Results by number of items: Click any link to open the matching results in the search page or click on a slice of the pie chart. |
B |
Results by size: Click any link to open the matching results in the search page or click a bar in the chart. |
C |
Filters: Refine your results using:
|
D |
Size: Quick cheat sheet for users:
|
E |
Download CSV: Downloads the current report in CSV format and saves it to your browser’s configured download location. |
F |
Reload: Refreshes the cached data. |
How to Launch Smart Searches from the Search Bar
You can open any Smart Searches report without navigating menus. Simply type ! in the search bar:
A list of saved reports appears.
Click on any report to load its results instantly in the search page.
How to Customize/Edit Smart Searches
Smart Searches come with sample queries to help you get started, but they’re customizable by admins:
You can review the query logic behind each report.
To modify or add new queries, you’ll need an admin account.
If you don’t have admin rights, your System Administrator can make updates on your behalf.
CALLOUT |
DESCRIPTION |
|---|---|
A |
From the user interface > ⚙️ > DiskoverAdmin > Web > Analytics > SmartSearches |
B |
Query Name: This is the shortcut query name.
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C |
Query String: The logic that powers the Smart Search.
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D |
Add a query (button not displayed in this image—located at the bottom of the page): Click Add Item to create a new Smart Search entry. A blank query form appears where you can define the name and query string. |
E |
Remove query: 🗑️ Removes the selected name/query entry from your configuration. This action cannot be undone, so only delete entries that are no longer needed or are incorrect. |
F |
Save (button not displayed in this image—located at the bottom of the page): After editing or adding queries, click Save to apply your changes. Return to the Smart Searches report and use Reload if the changes are not yet visible. To return to the report: Click A DiskoverAdmin or Home in the left navigation pane to return to the main Search Page or simply close the tab. |
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