Filters, saved views and annotations

Shared selection and table selection

The shared filter bar determines which archive records feed the analysis. It offers a date range, a quick collection choice, a quick platform choice, Search titles and observed excerpts, All filters, an active-filter count when applicable, Reset and Save view.

Quick choices apply as you change them. Selecting Custom dates opens the full filter dialog. The search field recalculates after a short typing delay. In the All filters dialog, you edit a draft; choose Apply filters to commit it. Closing the dialog without applying leaves the previous shared selection in place. Reset inside that dialog resets the draft. Reset on the main filter bar restores the default shared scope, using the configured timezone.

Table search and sort controls affect that table's displayed analytical rows. They are useful for finding a model or conversation inside a result, but they do not change the archive population represented by other workspaces. A visible-mark limit in Explorer similarly limits a drawing, not the entire numerical result.

All filters reference

Control	What it selects	Practical distinction
Sources	Connected source identities	Separate a Reader capture from a separately imported export
Snapshots	Retained snapshot identities in the current data	Restrict which captured versions contribute
Collections	One or more collection memberships	Collections can contain several platforms
Platforms	Recorded provider/platform provenance	A collection name is not a provider identity
Export formats	Original or normalized format families	Useful when assessing coverage differences
Message-level model	Individual matching records	Other-model records in the conversation are removed
Conversation-level model	Conversations containing a matching model	Other records in those conversations remain subject to the other filters
Content categories	User, response, thinking, recap, commentary, redacted, tool call, tool output, system and other	Categories remain distinct counting populations
Date range	All time, last 7 days, last 30 days, calendar year, rolling year or custom	The range uses calendar boundaries in the chosen timezone
Timezone	Local, UTC or a listed IANA timezone	Changes date grouping and range boundaries
Time basis	Original message/event dates or conversation dates	Conversation dates do not make messages precisely timed
Calendar year	The year for Calendar year range	Distinct from the mosaic's displayed-year control
Start and end	Inclusive custom calendar dates	Only used for a custom range
Branch/version scope	Selected path/version, all retained records or alternative records	Alternative versions are not automatically new requests
Counting perspective	Unique conversations or collection memberships	Membership perspective can weight a conversation more than once
Content characteristics	All, code blocks, attachments or links	Uses recorded/recognized content characteristics
Selected virtual group	An Analytics-owned group	Does not alter Reader collections
Reliability	Recorded, derived, estimated or unavailable	Availability and analytical provenance are explicit
Coverage	Original, normalized or partial	A normalized-only export may lack original structure
Capabilities	Required available capability keys	A provider name alone does not guarantee a capability
Model families	An explicit analytical family label	Original model identifiers remain available in evidence
Include undated	Whether undated records remain in the selection	Undated material cannot supply an hour-of-day observation
Search titles and observed excerpts	Matching title/metadata or bounded observed text	This is not a full-archive text search

Multi-selection lists support several values. Use the operating system's usual multi-select gestures, such as Ctrl-click on Windows/Linux or keyboard selection, and check the applied scope after committing the dialog.

What the search actually searches

The shared text search examines titles, model/platform metadata and the first 8,000 UTF-16 code units of observed text per record. A long record can contain a word beyond that excerpt and still fail this filter. This bound is used consistently by charts and exported reports.

Text-volume measures, code analysis and exact repeated-prompt identities use complete captured text or a validated full-text index of that text. They do not measure only the displayed excerpt. Therefore a large character total and a search miss are not necessarily contradictory: they answer different questions.

Use Reader when your goal is detailed conversation reading. Use Analytics search to select a documented excerpt-based analytical population, and record that scope when sharing a report.

Dates and timezones

Original message/event dates are the default basis. Import time, file modification time, Reader operations and capture time are never fallback activity dates. Missing or invalid dates remain undated. Day-only records retain their calendar date but cannot enter precise hourly distributions.

Last 7 days includes today and the previous six calendar days. Last 30 days includes today and the previous 29. Rolling year is 365 calendar days. Calendar year uses January 1 through the end of the selected year. A custom end date is inclusive in the interface. Equal-length previous-period comparison uses calendar-day lengths, including daylight-saving changes.

The full-year mosaic's Displayed year changes which year is drawn. It does not override the shared date range. Days outside the applied range are shown differently from days inside the range with zero matching activity.

Counting perspectives and branches

With Unique conversations, explicit scoped conversation identities count once. With Collection memberships, contributions are weighted by how many selected collections contain the conversation. If a conversation belongs to two selected collections, a membership chart can count that conversation’s contributions twice. Selecting one collection makes that membership weight one.

The default Selected path/version scope follows the retained selected branch where the format supports it. All retained records includes retained alternatives. Alternative records isolates records explicitly marked unselected. Some exports do not retain reliable branch selection; read the coverage warning rather than assuming a complete conversation tree.

A stored alternative response version can share a logical request/message identity with another version. Retaining both does not automatically mean two original requests occurred. Structural all-retained denominators and filtered text-segment totals are separately labeled.

Save a view

Apply the intended shared filters.
Check the scope line, including timezone and branch policy.
Choose Save view.
Enter a descriptive name, up to 150 characters, and save.
Find it in Sources & settings → Saved views and choose Apply to return to that selection.

Applying an ordinary saved view returns to Overview. A saved view records the analytical filter selection; it is not a source backup or an exported report. For a specific Explorer chart, local controls and an applied comparison, use Save exploration preset instead. That preset is documented in the Explorer chapters.

Analytical annotations

Open Annotations from Data quality, Sources & settings or a record in the evidence pane. Select the target conversation before editing. All changes belong only to Analytics.

Annotation	Use	Caution
Display alias	Give a conversation a more useful analytical label	Does not rename the original conversation
Explicit identity alias target	Declare that two verified identities represent the same conversation	Use only after inspecting evidence; equal text alone is insufficient
Original model and model-family alias	Group a recorded model under an analytical family name	Does not rewrite original model metadata
Virtual groups	Assign comma-separated group names	Groups are Analytics selections, not Reader collections
Exclude	Remove a conversation from analytical selection	Does not delete it from Reader or the export

Save commits the annotations and recalculates the analysis. Clear a display alias or family value when you want that annotation removed. Clear the explicit identity target to return to ordinary identity handling. Remove a virtual group name from the conversation's group field to remove that membership. Uncheck exclusion to include the conversation again.

Before comparing two analyses, check whether their aliases or exclusions changed. An apparent count change can be caused by an intentional analytical identity decision rather than a change in source activity.

Continue with the standard workspaces.