Searches within your search library are essential, as the results that drive the analytics in your dashboards and reports are centered around your search requirements. The data displayed in each widget is a direct function of the search attached to that widget.
When creating a new search, only use simple search if you are using a single, unique term. For example, you could use the simple search to query for results of “TrendKite” because the term is unique. However, a simple search for “Apple”, would yield coverage surrounding fruit as well as the company. Additional specifications would need to be made to only search for the company Apple, which is where “Advanced Search” comes in.
We recommend using “Advanced Search” in most cases, as any additional requirements related to messaging, geography, language or publications will require this functionality. It is also necessary for any non-unique entity searches, like Apple or Target, to eliminate irrelevant or unwanted mentions.
Check out our "Boolean Searching" section in the menu for tips on how to build advanced searches.
Creating a Search
The "Edit Search" Console
The results that populate in the "Edit Search" console are filterless and default to fit within a 90-day rolling date range. To test your search terms without saving, click "Preview" and browse through the yielded results. When you are satisfied with the results you see, click "Save" to add or update your search for use in dashboards. You can also change the date range of your results by using the calendar or selecting a different rolling number.
Keep in mind that any changes you make to the date range within this view will not reflect in any of your dashboards. You can set filter preferences at a dashboard level and select your date-range at a dashboard or widget level.
Please refer to the "Dashboard" and "Widgets Overview" pages for more detailed information and "how-to" videos.
Search Categories both help organize your searches and serve as the foundation for single-click, on-demand dashboards. You can select whether a search represents your company (or client’s company), industry, competitor, product, executive, or crisis. If it doesn’t fit any of these, you can select “Custom.”
If you build a search that your colleagues could make use of, it is as easy as a single click to share it with all of the users in your account. When you initially share the search, you will be presented with two options: Full-Access and View-Only.
We recommend sharing with Full-Access so that any adjustments you or your team members make to the search will be reflected in each of your users and dashboards. You can easily switch this permission after you share your search by clicking “View Only” or “Full Access” on the search row. Do keep in mind that you cannot unshare your search once you have shared it. Also note that if you delete a shared search, it will be deleted from all the users in your account.
USING A SHARED SEARCH
The search menu is split into two sections: "My Searches" and “Shared With Me”. The latter section houses all of the searches that have been shared with you by other users in your account.
Using a shared search in a dashboard or alert is as easy as using one of your own searches, as it will appear as an option when you "Select a Search".
We already have many pre-built company searches in our library that are available for use! Before creating a new search, you can see if the company you want to measure against is in our library by typing in the company name after clicking “Add A Search” in either Share of Voice widget.