---
title: "Collections"
url: "https://help.sorcero.com/en/article/viewing-collections"
language: "en"
last_updated: "2026-08-19T21:02:13.693Z"
---

# Collections

An Evidence Collection is a set of records you group together so you can review, analyze, and share them as one unit.

## Using Collections

Each Collection on the **Collections** page shows the number of records, the number of funnels and their details, **View** to open the Collection, and **Edit** to change its name, description, and funnels.

## Where to Find It

| Location | What you can do there |
| --- | --- |
| **Collections** page in the left nav | See every Collection in the project, create a Collection, open one, or edit one |
| **Records** page, a record details page, a Collection's or a Stakeholder's **Records** tab, or a Stakeholder's list of records | Select records and add them to a Collection |
| A dashboard drill-down | Select records behind a chart and add them to a Collection |

### Two types of Collection

| Type | How records get in |
| --- | --- |
| **Static Collection** | Only records you add yourself |
| **Dynamic Collection** | Records you add yourself, plus newly ingested records that match one or more saved sets of filters (funnels) |

## Building a Static Collection

1.  Open any list of records: the **Records** page, a dashboard drill-down, a Collection's or Stakeholder's **Records** tab, or the **Records** sidebar from an Instant Insights response or medical insights report.
2.  Select the records you want.
3.  Click **+** **Collection**.
4.  Choose an existing Collection, or create a new one from the same panel.

## Building a Dynamic Collection

A funnel is a saved set of filters. Create the funnel first, then attach it to a Collection.

1.  On the **Records** page, click **Filters**.
2.  Apply one or more filters. The **Add Funnel to Dynamic Collection** button appears.
3.  Click **Add Funnel to Dynamic Collection**.
4.  Enter a **Funnel Name** and a **Funnel Description**.
5.  Search for an existing Collection and click its name, or enter a name under **Create a new Collection** and click **Create new Collection**.

**To attach a funnel to a Collection you already have:**

1.  On the **Collections** page, click the ellipses (**...**) on the Collection, then click **Edit**.
2.  In the **Funnels** section, set the **Funnel Operator** to **Any** (records matching any selected funnel) or **All** (records matching every selected funnel).
3.  Select at least one funnel. **Click to view filters in detail** lists the filters inside a funnel.
4.  Click **Save**. The Collection is now a Dynamic Collection.

## What You See on a Collection

Open a Collection to see four tabs.

| Tab | What it shows |
| --- | --- |
| **Overview** | The Collection summary and related topics |
| **Records** | The list of records in the Collection |
| **Sentiment Trends** | A stacked bar chart of Positive, Negative, and Neutral sentiment by month |
| **Activity** | Activity on the Collection over **Last 7 Days**, **Last 30 Days**, **Last 90 Days**, or **All Time** |

The header shows the Collection title, whether it is **Private** or **Shared** with the rest of the project, the Collection description, and the funnels if it is a Dynamic Collection. It also holds:

-   **Copy Link** to the Collection
-   The **crystal ball icon** (Instant Insights Engine™), which opens a sidebar where you can ask a question of this Collection only
-   The **lightning bolt icon** (Insight Generator), which writes a summary pinned to the top of the page. Click the expand icon to open the full summary in a sidebar, where you can copy it, regenerate it, and see when it was created.
-   The Collections menu (**...**), with **Copy Link** and **Edit Collection**

**Reading Sentiment Trends:** Dates come from the record date, not the upload date. Hover a bar to see the Positive, Negative, and Neutral counts for that month. Click a bar to open a sidebar of that month's records, including records with no sentiment, so the sidebar count can be higher than the bars suggest.

## Working with Records in a Collection

On the **Records** tab:

1.  Use **Search** for free text, or click **Show Filters** to filter while still viewing the list.
2.  Select records, or click **Select All**.
3.  Choose an action:
4.  -   Export to **.xlsx** or **.csv**
    -   **Add to** a **Collection** or an **Insight**
    -   Add or remove a **Label**
    -   **Remove from Collection**

Sort the list by **Record Date**, **Source**, or **Upload Date**.

## How to get better funnels

A funnel is only as good as the filters saved inside it, and it runs against every future ingest.

| Instead of | Do this |
| --- | --- |
| A single broad filter (one therapeutic area) | Narrow with two or three filters (therapeutic area, region, source) |
| Setting **All** by default | Use **All** only when a record must match every funnel, since it returns far fewer records |

Before you save, apply the filters on the **Records** page and check that the result set looks right. Give the funnel a description that says what it is for, since anyone editing the Collection sees it.

## What to Expect

-   Funnels are not retroactive. Only newly ingested records are added, so add existing records manually.
-   Funnels never remove records. Records already in the Collection stay, even if they do not match, and removing a funnel does not remove the records it brought in.
-   If you remove a record from a Dynamic Collection, it is not added back, even if it matches a funnel.

## Troubleshooting

| Problem | What to do |
| --- | --- |
| No new records are arriving | Confirm the Collection has at least one funnel and check the funnel's filters under **Click to view filters in detail** |
| Too many irrelevant records | Add filters to the funnel, or switch the **Funnel Operator** from **Any** to **All** |
| Older matching records are missing | Filter for them on the **Records** page and add them to the Collection |
| A removed record has not come back | Records you remove stay out. Add it again manually. |
| Sentiment counts look higher in the sidebar than in the chart | The sidebar includes records with no sentiment for that month |
| A colleague cannot see your Collection | Check whether it is set to **Private** in the header |