DocsSearching Trials

Searching Trials

Find trials with saved queries, every filter and its options, column control, deep search, and following.

The Search page

Search is where you discover trials and add them to your portfolio. You start from a saved query, then refine the results with filters until you have the set you want.

Start from a query

Every search begins with a query — a reusable set of criteria.

  1. 1

    Pick a query

    Choose one from the query selector to load matching trials into the results area.

  2. 2

    Create or edit a query if needed

    If no existing query fits, build one in the Query Editor (see Building Queries) and come back.

Work with results

Results appear as a sortable table on desktop and as cards on smaller screens.

  • Sort by any column by clicking its header.
  • Open the column manager to show or hide columns and reset to defaults (see Table & Custom Fields).
  • Page through large result sets, or switch between table and card layouts.

Filters and their options

Narrow results without changing the underlying query. Filter dropdowns list the values actually present in your current results, so you only ever pick options that match something.

Search filters and the options they offer.
FilterWhat it does / options
Text searchSearches across trial title, conditions, and sponsor as you type.
Overall StatusRecruiting, Not Yet Recruiting, Active (not recruiting), Enrolling by Invitation, Completed, Suspended, Terminated, Withdrawn, and others present in results.
PhasesEarly Phase 1, Phase 1, Phase 2, Phase 3, Phase 4, Not Applicable.
Study TypeInterventional, Observational, Expanded Access.
Lead SponsorEvery sponsor name present in your current results.
Source QueryWhich saved query found each trial ("Manual" for trials you added by hand).
EnrollmentA numeric range filter (minimum / maximum participants).
Condition / Disease, Facility, Country, RegionFilter by the values present in your results.
Age groupChild (birth–17), Adult (18–64), Older Adult (65+).
Date fields + rangeFilter on a chosen date field (last updated, start, completion) with a from/to range.
Unfollowed onlyHide trials already in your portfolio so you can focus on new ones.

Follow and unfollow

Following adds a trial to your Follow-Up portfolio; unfollowing removes it.

  1. 1

    Follow individually

    Use the Follow button or checkbox on any result.

  2. 2

    Follow in bulk

    Select multiple trials and follow them all at once. The same works for unfollowing.

Tip: When you're working inside a team, follow and unfollow apply to the team's shared portfolio so everyone sees the same set.