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  2. How To Use Market Intelligence
  3. Market Analytics - Building Workbooks

Searching for Workbooks & Folders

 

Market homepage provides a view of both private and team folders and workbooks. 

 

 

My Folders (private) and Team Folders (shared) are listed in the left-hand panel.  

 

 

Listed in the center of the page are the name, type, owner, sharing status, and the date of last modification for each of your personal and team folders/workbooks. 

 

 

Click the arrow by Last Modified to order results by most or least recently modified.

 

 

Searching for a Workbook Within a Specific Folder

 

To view all workbooks within a specific folder, click on the folder name in the left-hand panel. The List in the center of the page will populate with the names of the workbooks only in that folder. 

 

 

To search for a specific workbook, type into the search box. You can search workbooks by:

  • The workbook name
  • The workbook owner
  • The date the workbook was last modified

 

There are two ways to view workbooks within folders. The default view is the list view. 

Alternatively, you can select the Card View icon.  This view provides visuals of products within the workbook and the number of products contained in the workbook.  

 

 

Within the card view, you can also sort and order workbooks by:

  • Last Modified: Ascending or Descending
  • Workbook Name: Ascending or Descending

 

Click the workbook name to open it.

Searching Across Workbooks & Folders

 

To find a specific workbook or folder across all private and shared items, click on Search at the top of the left-hand panel. 

 

 

Type in the search bar at the top of the page. You can search workbooks and folders by:

  • The workbook/folder name
  • The name of the workbook/folder owner
  • The date the workbook/folder was last modified
  • Whether it’s a workbook or folder

The list will populate with workbooks/folders that match your search term. Click the workbook/folder name to open it.