Export a research panel
Export a research panel after the query has been reviewed and the matched sentences support the intended measure.
Before exporting
Confirm that:
- The query matches the intended construct.
- The date range matches the analysis sample.
- The topic has enough coverage and variation for the intended use.
- Matched sentences have been inspected in the Snippet Tool.
Download output
- Open the completed Risk Tool search.
- Select the relevant CSV export.
- Download the output file.
- Confirm that the file includes documented metric variables such as
exposure,risk,positive,negative, andsentiment. - Confirm that the file includes the supporting fields needed for joining, filtering, normalization, and audit.
- Download search metadata where available.
- Download the overall risk and sentiment export if the analysis needs unconditional risk or sentiment counts.
- Download the GVKey crosswalk if the downstream workflow needs a Compustat join.
Authoritative CSV filenames and full schemas are not confirmed in these docs.
Supporting exports
The main topic export contains the call-level measures for your query. Supporting exports can help with downstream analysis:
| Export | Use it for |
|---|---|
| Overall risk and sentiment | Compare topic-conditioned counts with unconditional risk or sentiment language in the same calls. |
| GVKey crosswalk | Join NL Analytics output to Compustat where the crosswalk provides a usable match. |
| Search metadata | Preserve the query, selected options, search identifier, and other audit details. |
Check each exported file before relying on it. The GVKey crosswalk is a convenience output and should be verified in the downstream dataset.
Keep zero rows
Search result CSV files include all earnings calls in the selected date range, including calls with zero Exposure or other zero metric values.
Zero rows preserve absence in the selected sample. Removing them can change averages, merges, and aggregate statistics.
Store metadata with the export
Keep the exported CSV with:
- Exact query string.
- Date range.
- Selected options and filters used where applicable.
- Export date.
- Coverage statement used for the analysis.
- Join key and normalization choice.
- Notes from matched-sentence review.