Explore: Creating & Using Views

In this article:

  1. What is a View?
  2. View Creation Journey
    1. Starting with a use-case
    2. Building a View
    3. Refining your View
    4. Saving a View
  3. Using your Views across AMPLYFI
    1. Explore
    2. Generative Research
    3. Report Templates
  4. Best Practices

What is a View?

A View created within Explore, is your customised lens into the worlds online data. Think of it as your personal research filter that helps you find exactly what matters to you amongst millions of documents and data points. Views are the foundation of all meaningful research in AMPLYFI, allowing you to:


  • Focus on relevance: Filter out the noise of the world and zero in on specific companies, sectors, topics or events
  • Build trust: Create reliable data landscapes you can confidently base decisions on
  • Save time: Reuse your filters for ongoing research across AMPLYFI
  • Collaborate effectively: Share consistency intelligence foundations with your team

View Creation Journey

1️⃣ Start with your use-case or research goal

Every great data landscape begins with a research goal or use-case in mind. Before you start creating a View, consider:


  • What specific intelligence are you seeking & need to know?
  • Which organisations, industries, or regions matter most?
  • What type of events or signals would be most valuable to discover?
? Click here to see examples of converting Research questions to Views

Think of questions you would ask in Gen Research to find the outputs you want and work backwards.

Examples:

"What partnerships are happening in the aerospace sector involving sustainable aviation fuel development?"

Partnership AND Aerospace and Defense AND Sustainable aviation fuel OR SAF

"What innovations are emerging in the healthcare sector in China?"

Innovations AND Healthcare AND China

"How are competitors in my industry responding to new regulations?"

Samsung OR Apple OR Google AND Communications AND regulatory

2️⃣ Build your View

Once you know your goal or question, it's time to build your View using the Refine panel. Find detailed documentation about the different Explore inputs here.


Free Text Search: Search for specific topics, technologies or terms

Signal Types: Focus on specific business events or activities

Industries: Target specific industries, sectors or markets

Organisations: Filter to major and public companies across the globe

Mention of Locations: Search for specific locations mentioned within a documents text

Sources: Filter to the source groups you want to use

Strategic moves and Industries are only found in titles of articles.

Refine Grouping Logic

Views use a simple boolean structure: (X OR Y) AND (Z) NOT (A OR B)


  • Each refine section creates an "OR" group internally
  • Different filter sections are connected with "AND"
  • Use exclusions to remove irrelevant results
INCLUDE
Partnership
AND
Aerospace and Defense

AND = find documents that contain Partnership AND Aerospace and Defense.

INCLUDE
Partnership OR Merger and Aquisitions

OR = identify documents that match either terms.

EXCLUDES
United Kingdom

EXCLUDE = remove documents that contain specific inputs.

? Click here to learn about our View Refinement Checklist

Before saving your view, ensure you've optimized it for your research needs:

  • ✓ Are you seeing enough documents? (Too few might mean your filters are too restrictive)
  • ✓ Is the preview relevant to your research goal or use-case?
  • ✓ Is your date range appropriate?
  • ✓ Have you selected the right source bundles to remove noise?

3️⃣ Refining your search

Not getting the results you expected?


If your search isn’t returning enough useful results, here are a few ways to broaden your View:

  • Widen the search scope: Switch from searching in just the Title to searching in Title or Content. This casts a wider net and helps you pick up signals that might be mentioned deeper in the article rather than just the headline.
  • Use broader terms: Try more general keywords or categories. For example, instead of "Quantum Computing", try "Technology". You can always narrow down later as you explore the landscape.
  • Check your source selection: By default, all sources are included in your View. If you've selected specific source bundles, you're filtering only to those groups, so make sure they’re relevant to what you’re looking for. Try clearing or adjusting your selection to broaden the scope.
  • Start simple: Begin with fewer parameters and gradually layer in more complexity. Starting with too many filters at once can unintentionally limit your results.

Once you’re seeing the kind of content you're looking for, you can refine further by adjusting filters or switching back to narrower terms.

4️⃣ Save your View to a Project

Once you're happy with your data landscape, Views must be saved to Projects to be reused. This crucial step ensures:


  1. Your carefully crafted View isn't lost
  2. You can share your data landscape with colleagues
  3. Your View becomes available throughout AMPLYFI's other tools

How to save:

  1. Click "Save View" in the top right corner
  2. Select an existing Project or create a new one
  3. Give your View a clear, descriptive name
  4. Add optional details to help colleagues understand its purpose

Naming Best Practices

Good View names are specific and descriptive:


✅ "Boeing Partnerships in Aerospace 2024"

✅ "Healthcare Innovation in Europe - Quarterly Tracking"

❌ "Market Research" (too vague)

❌ "View 1" (not descriptive)

Using your Views across AMPLYFI

Once saved, your Views become powerful research assets across AMPLYFI. Here's how to leverage them:

Explore

Return to your views to:


  • Monitor developments: Discover new intelligence as your landscape evolves over time
  • Spot emerging trends: Identify new topics or changing sentiment
  • Dive deeper: Add more filters and duplicate your Views to investigate specific angles

Generative Research

Use you Views as focused and trustworthy datasets for AI-powered research and analysis:


  1. Open a new Research Thread
  2. Select your View as the content source
  3. Ask specific questions using your filtered intelligence landscape

Reports

Build powerful report templates, unique to your business and it's goals using your Views:


  1. Create a new Report Template
  2. Select your View(s) as content sources for relevant sections
    1. Combine Views from multiple perspective in different sections to get comparative analysis faster than ever before without losing fidelity or quality
  3. Input specific instructions relevant to your Views landscape

Benefits of View-based Research & Reports

  • Consistency: Ensure all your research outputs use the same pool of trusted data, standardising trusted sources, topics and more
  • Accuracy: Focus AMPLYFI's AI-analysis on the most relevant content for for
  • Efficiency: Save time by reusing your Views, reducing manual requirements for data cleanup or fact-checking

Best Practices

Organisation Strategy

  • Create a logical Project structure based on research themes or business units
  • Use consistent naming conventions across your organisation
  • Document View purposes in descriptions to help colleagues

Maintenance

  • Review Views periodically to ensure continued relevance
  • Update industry or company lists as your market evolves
  • Archive outdated Views to keep your Projects organised

Collaboration

  • Share Views with specific teams that benefit from the same intelligence landscape
  • Create template Views for common research needs
  • Document successful View structures for knowledge sharing