Report Filters CheatSheet
Dates
For date filters, we recommend the use of TRY_CAST rather than relying on simple string matching. This ensures that you only are comparing valid dates to your cutoff dates.
For any reports or indices created from our integrations, the document date will always be under the field title published.
| Description | SQL | Example Result |
|---|---|---|
| First half of 2025 | '2025-01-01' <= published AND published < '2025-07-01' |
Slope Plot |
| 2025 only | year(TRY_CAST("published" AS DATE)) = 2025 |
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| 2025 Q2 | DATE_TRUNC( 'quarter', TRY_CAST("published" AS DATE)) = '2025-04-01' |
Slope Plot |
Earnings Transcripts
Our earnings transcript integration provides a few additional fields that can be leverage during analysis. In addition to the published date, each transcript is tagged with ticker, quarter and pub_quarter. Ticker is a standard stock ticker in all capitals (e.g. GOOG, META, MSFT). Quarter is the fiscal quarter the company self assigns. This is not standard across companies. Pub_quarter is the normalized quarter associated of the date during which the transcript was published. For analysis across companies, we recommend using pub_quarter since that compares transcripts that were published proximate to one another.
| Description | SQL | Example Result |
|---|---|---|
| Filter on one Ticker | ticker = 'GOOG' |
Slope Plot |
| Filter on multiple Tickers | ticker in ('GOOG', 'META') |
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| Filter on a Quarter | pub_quarter = '2025Q2' |
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| Filter on a Quarter and Ticker | ticker = 'GOOG' AND pub_quarter = '2025Q2' |
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| Filter after a Quarter | pub_quarter > '2025Q1' |
Slope Plot |
Product Reviews
Our product review integrations (which include the Apple App Store, Home Depot, and Walmart) provided a few additional fields that can be leveraged during analysis. This fields include rating and product_name. Rating is an integer ranging from 1 - 5. Product_name is a string that is the title of the product or app with which the review is associated.
| Description | SQL | Example Result |
|---|---|---|
| Filter on one product | product_name != 'DoorDash - Dasher' |
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| Filter on multiple products | product_name in ('DoorDash - Dasher', 'Uber - Driver: Drive & Deliver') |
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| Filter on rating | rating = 1 |
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| Filter on a rating and product name | rating = 1 and product_name = 'DoorDash - Dasher' |
Slope Plot |