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Using Filters in Smart Table Search

Use the Filter overlay to narrow your Smart Table to exactly the dataset you need, with list-based, date, and text filters combined using AND/OR logic and filter groups.

When you need to isolate Phase 3 oncology trials completed in the last two years, or narrow a drug screen to specific therapeutic areas and development stages, Smart Table filters let you define precise criteria that control which rows appear in your table.

Navigate the Filter overlay

Click Open Filter Menu to open the overlay, which has three panes.

Filter overlay showing the left filter list, middle filter configuration, and right Applied Filters pane

The left pane lists all available filters and includes a Search type picker that determines what each row represents: Drug Title, Drug Trial, Company, Indication, Target, Mechanism, or Documents. Once you pick a row type, the filter list updates to show filters relevant to that entity.

Search type picker showing available entity types with tailored filter lists

Filter types

Within any filter, you will encounter a few common patterns:

List-based filters let you include or exclude items by checking options. For example, under Global Status, you can check any number of statuses and toggle between Include and Exclude in the operator options.

List-based filter showing Global Status with include/exclude toggle

Date filters (Completion Date, Modification Date, etc.) let you set "equals," "before," or "after" conditions for any date field.

Text/keyword filters offer operators like "contains," "equals," "does not contain," "ends with," or "begins with." For instance, in Exclusion Criteria Summary, entering a specific clinical criterion returns rows whose summaries match.

When ready, click Add filter to apply each filter to your table.

Manage applied filters and groups

The right pane, Applied Filters, lists every filter you have added. Filters are joined with AND by default.

Applied Filters pane showing multiple filters joined with AND and Calculate Result Count button

Click Calculate Result Count at any time to preview how many rows match your current filters before running the full query.

To revise a filter, click its card (it turns yellow and shows current settings in the middle pane). Click the x on a filter card to remove it, or click the x on a group to remove the entire group.

To control logic, use Add Group at the top of the left pane. You can drag and drop filter cards into a group, or drag one filter on top of another to create a new group. Inside a group, you can switch joiners from AND to OR as needed.

Important: If you have no groups, switching one AND to OR converts all joiners to OR. To change the relationship between only specific filters, group those filters together first.

Example: Phase 3 trials completed in a date range

To find Phase 3 trials for a specific indication that completed between January 2021 and January 2024:

Add Phase = III and your Indication filter. Then add two date filters on Completion Date: one set to "after January 1, 2021" and one set to "before January 31, 2024." Group those two date filters with AND so they act as a single range. Ensure that date group is combined with Phase and Indication using AND. Click Calculate Result Count to confirm.

The resulting logic: Indication AND Phase 3 AND (completed after January 2021 AND completed before January 2024).

Example: Cardiovascular trials with specific design criteria

To find interventional cardiovascular trials with randomized allocation, double-blind or triple-blind masking, conducted in the United States or France:

Set Search type to Drug Trial. Add Therapeutic Areas = Cardiovascular disease and Study Type = Interventional. These join with AND.

For masking, do not select both Double and Triple in a single filter (multi-select uses AND, which would require a trial to be both). Instead, add two separate Masking filters: one for Double and one for Triple. Group them together and set the joiner to OR. This produces (Masking = Double OR Masking = Triple).

Apply geography the same way: add two separate Countries filters (United States and France), group them, and set the joiner to OR.

The resulting logic: Cardiovascular disease AND Interventional AND Randomized AND (Double OR Triple) AND (United States OR France).

Tips

  • If a change does not seem to apply, verify you clicked Add Filter after editing and that you are toggling AND/OR inside the correct group.

  • Check the operator ("contains" vs. "equals") if results are not matching as expected.

  • Drag and drop filters and groups to reorganize your logic at any time.

What you can do next

Once your filters define the right dataset, add AI Columns to enrich those rows with researched data points, or save your filter configuration as a Saved Search to reuse it across projects.

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