Keywords

Updated 2 years ago by Arianne G.

Keywords help you further define your search criteria. The list below contains keywords and examples that you can use in Insights.

General

top n	top 10 job type
bottom n	bottom overhead amount by state
sort by	overhead amount by account sort by risk county

If you use the top or bottom keywords without specifying a number (n), the number will default to 10.

Date

after	returned date after 12/13/2019
before	returned date before 03/01/2014
between … and ...	loss date between 01/30/2012 and 01/30/2014
daily	assignments by region daily
day of week	profit amount by day of week last 6 months
day of week	received date Monday
n days for each month	profit amount last 2 days for each month
n days for each quarter	assignment count last 15 days for each quarter
n days for each week	estimates returned count last 2 days for each week
n days for each year	gross estimate amount last 300 days for each year
last day by	assignees last day by company id
last month by	desk adjusters last month by day
last n days	assignment count last 7 days
last n quarters	gross estimate amount last 2 quarters by month
last n weeks	profit percent last 10 weeks by day
last quarter	overhead amount last quarter > 300
last week	cycle time days last week by assignee
last year	top 10 accounts last year
last n years	accounts last 5 years by overhead percent
month year	cycle time days by assignee February 2014
month	loss date January
month	overhead amount by month last year
monthly	profit amount > 10000 monthly
n months for each quarter	gross estimate amount last 2 months for each quarter
n months for each year	last 8 months for each year
n days ago	loss date 2 days ago
n months ago	profit percent 2 months ago by account
n months	assignment count last 6 months by company id
n quarters ago	gross estimate amount 4 quarters ago by data set
n weeks ago	profit amount 4 weeks ago by company id
n years ago	overhead percent 5 years ago by assignee
quarterly	assignments quarterly for each assignee
n quarters for each year	last 2 quarters for each year
today	item quantity today by CAT code
week	profit amount by week last quarter
weekly	gross estimate amount weekly
n weeks for each month	overhead amount last 3 weeks for each month
n weeks for each quarter	last 2 weeks for each quarter
n weeks for each year	last 3 weeks for each year
year to date	profit amount by XactAnalysis ID year to date
year	overhead percent by account 2014
yearly	assignment count by desk adjuster yearly
yesterday	qa approved date yesterday

Time

last hour	profit amount last hour
n minutes	assignment count last 30 minutes
n hours	assignment count last 12 hours

Text

begins with	assignee name begins with 'ash'
contains	item name contains "toilet"
ends with	item name ends with 'deluxe'
not begins with	item name not begins with "large"
not contains	item color not contains 'tan' item color not contains 'red'
not ends with	item name not ends with "standard"

Number

sum	sum profit amount
average	average overhead amount by account
count	count assignee by company id
max	max overhead amount by assignee by company id
min	min profit amount by account

Comparative

all	all
between... and	overhead amount between 0 and 1000
vs, versus	overhead percent east vs west
>	gross estimate amount by assignee for last year amount > 2000
<	gross estimate amount by company id amount < 40000
>=	profit amount by desk adjuster lastname >= m
<=	gross estimate amount by desk adjuster <= 1000
=	item price = 100

Location

These keywords will only work if your data source includes latitude and longitude data.

near	risk county near salt lake city
near... within n miles\|km\|meters	risk county near orem within 50 miles
farther than n miles\|km\|meters from	risk address farther than 80 km from buffalo

Period

quarter (date)	quarter (loss date)
quarter of year (date)	quarter of year (last estimate date)
month of quarter (date)	month of quarter (last corrected date)
week of year (date)	week of year (completed date)
week of quarter (date)	week of quarter (received date)
week of month (date)	week of month (completed date)
day of year (date)	day of year (last corrected date)
day of quarter (date)	day of quarter (received date)
day (date)	day (completed date)
day of month (date)	day of month (loss date)
day of week (date)	day of week (last estimate date)
hour (datetime)	hour (timestamp)