Save searches into Projects

To keep your research organized, you can save any search query directly to your Portfolio.
Queries can be stored in a new or existing project with just a few clicks. This helps you track developments, revisit searches later, and build structured intelligence over time.

If you’d like to edit a project query, please refer to this article.  

Save a query

  • Navigate to the Search Hub, where you can define your query.
  • Enter your search terms and click Search to launch the query.
  • Click on the Save button to begin creating your project.
    • SCOUT suggests a name for your Project based on the query. You can leave it as-is or provide a custom name.
    • Choose a template or use case for your Project. Each option includes a predefined set of panels with rankings and visualizations to guide you. However, you can add and remove panels at your convenience.
    • Select a folder where you want to save your Project.
    • If you want to add the search to an existing Project page, click on Configure and select the appropriate page.
    • Finalize your Project setup by clicking Create.

Create a new Project 

  • Navigate to the your Portfolio and click on +Project. This will redirect you to the New Project page, where you can begin building your project.
  • Add your search.
  • Optionally, give your project a name (or let SCOUT assign one automatically based on your query) and choose a folder to save it in. If no folder is selected, it will default to the one you started from.
  • Pick a template according to your needs. Templates include rankings and visualizations to guide you through your results. Later you can add and remove panels at your convenience.
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