Inspect matched sentences
Check whether matching sentences describe your intended topic.
Start in Evidence
Open your dataset and find Evidence, its built-in matched-sentence browser. (SEC filings datasets do not display the dataset-page Evidence or breakdown panels; inspect their matched filing sentences in Tools → Snippet Tool, which groups matches by company.)
- Start with Exposure. Check the displayed measure and period, then read sentences from different companies and dates in your intended sample.
- Read the context. Use Sentence for the match itself and Speaker context for surrounding text from the same speaker, where available. Check that the highlighted query terms carry the meaning you intended.
- Review risk and sentiment next. If you use those measures, check whether the risk or sentiment language relates to your topic. Where highlights are shown, distinguish query terms from risk and sentiment words.
Decide what to change
| What you find | What to try |
|---|---|
| Matches describe the intended topic | Keep the terms and save representative examples explaining why they fit. |
| The right words appear in the wrong sense | Replace a broad term with a more specific phrase, require a related term with AND, or exclude a recurring irrelevant use with AND NOT. |
| Another query finds relevant language you missed | Inspect those results before adding the new term or phrase with OR. The Keyword Tool can suggest candidates. |
Existing matches cannot show everything the query missed. Test alternative terms and word forms in separate queries. Searching within the current matches only narrows that existing set.
After a change, edit the query and rerun. This creates a new dataset and uses one search. Inspect the new matches and check whether your earlier relevant examples still match.
Use filters for a closer look
On an earnings-call dataset page, Search sentence text narrows the matches shown in Evidence. For more targeted review—or to inspect matched sentences in an SEC filings dataset, where matches are grouped by company—open Tools → Snippet Tool. Use Find a search to select your search, then check the date range and selected measure.
The Snippet Tool offers these review filters:
- Sample: date range, headquarters country, economic or business sector, and SIC sector.
- Company or call: company name or an
earningscallIDfrom the export, entered in the document id field. - Measure: Exposure, Risk, Positive sentiment, Negative sentiment, or Sentiment, depending on the dataset's available measures.
- Text: use Filter on additional text to narrow the matched sentences.
- Latest calls: open the sliders menu and select Show only firms' recent earnings call to keep each company's most recent call in the view.
These filters narrow your review; they do not rerun the query or change the saved dataset. The search form's filters determine the scope when creating a dataset.
Snippet Tool sentiment filters can hide mixed sentences. A sentence with both positive and negative language can contribute to the exported counts but be excluded from the filtered view. See why filtered sentences and counts can differ.