The Answers tab provides a search-based reporting interface. It is designed to help marketing teams quickly build and save custom queries, making it easy to generate consistent, shareable reports. By using a structured search bar, teams can define the data they want to see, apply filters and operators and visualize results in multiple chart types. Saved Answers can be pinned to Liveboards.
An Answer is a saved search result. This makes it easy to reuse the same query for recurring reporting and ensures that results are consistent when you share them with colleagues.
In this article you will learn more about:
Tab Answers
The Answers tab is where saved queries are stored. This section acts as a library of reusable reports that can be quickly accessed, reviewed and shared. Teams can organize important searches here, making it easy to maintain consistent reporting standards and collaborate more effectively.
Use the list view to find and reopen an Answer when you want to check results, adjust filters, or pin it to a Liveboard for reporting.
Create Answer
Creating an Answer involves performing a search using the Answers search bar.
Instead of building visualizations manually, you define what you want to see through structured keywords and operators. Your search is translated into building blocks from the data model:
- Measures, KPIs such as sent, opens, clicks, or revenue
- Filters, which limit the selection of data, such as date range, list, segment, or campaign name
- Attributes, which define how your results are grouped or displayed, such as by campaign, by day, or by week
For example:
- top 5 Campaign Name by Clickthrough Rate
- Hard bounces last month vs this month
- Total Emails Sent by Week
- Open Rate by Campaign Name last month
- Clicks by Device Type
- Revenue by Campaign Name last 3 months
Once your search returns the desired data, you can save it as an Answer. Saved Answers can also be pinned to a Liveboard for easy access in dashboards shared with your team.
Edit an answer
You can refine an Answer by adjusting the elements in the Search bar. This updates the result immediately.
- Add or change filters, for example update a date range or select a different campaign.
- Add or remove metrics to change what is shown in the result.
- Change how the data is grouped, for example by switching the selected attribute.
After refining the result, save the updated version to keep the new setup as an Answer.
Change the visualization of an answer
You can change how an Answer is visualized without rebuilding the search. After generating an Answer, use the visualization options at the top of the result to switch between different chart types, such as a table, KPI, or chart.
The underlying data and filters remain the same, only the way the result is displayed changes. This is useful when you want to view the same data from a different perspective, for example switching from a table to a KPI for reporting purposes.
Share an answer
You can share an Answer so colleagues can view the same results.
- Click on the Share icon at the top right of an opened Answer.
- You're asked if you want to change your display name for the receiver.
- Enter the name of the person you wish to share the Answer with. Once you start typing, you will see name suggestions. If the name cannot be found, you can also enter an email address. However, if this person does not have access to the account, they will not be able to view the Answer.
- You can share the Answer by clicking on Copy link or by clicking on Share.
If you want to use an Answer in a shared dashboard, you can also add it to a Liveboard. This is useful when you want to combine multiple Answers in one reporting view.
Overview Answers
Answers functions as a search-based query builder. Instead of requiring SQL or complex setup, it offers a search bar that accepts clear, structured queries using column names and filters. The goal is to help marketing teams build their own reports without technical barriers.
You can search for specific columns, apply filters on values, and use operators to refine results. Common use cases include ranking campaigns by clickthrough rate, comparing performance over time, or applying custom segmentation criteria.
Data
On the left, you'll find the data column. This displays an overview of all the sources, formulas, and parameters you can use in your search. You can double-click on an item to add it to your search, or start typing in the search bar. A list of recommendations based on the available data will then appear.
If you hover over a data item, you can view a short description and example values. This helps you choose the right fields when building a query.
Search bar
At the top, you'll find the search bar. This is the core of the Answers feature. It supports precise, keyword-based queries that use the column names from your data model.
You can include operators such as last month, greater than, or contains to refine results. For comparisons, phrases like last month vs this month help visualize changes over time.
As you build your search, the search bar shows elements that represent the selected data, filters, and groupings. These elements reflect which measures, attributes, and filter conditions are included in the Answer. You can adjust these elements to refine your results, for example by changing the selected metrics, updating filter values, or modifying how the data is grouped.
This structured approach ensures consistent, reproducible queries and reduces errors compared to free-form filtering or manual exports.
Generated answer
When you run a search, the software immediately generates a visualization based on your criteria. This Generated Answer can be reviewed, edited, and saved for future use. All saved Answers appear in the Answers list for easy management. By pinning them to a Liveboard, teams can create shared dashboards that keep everyone aligned on performance metrics and ongoing analyses.
Each Answer remains editable, so you can adjust filters, change chart types, or add descriptions and notes. After refining the result, save the updated version to keep the new setup as an Answer.
Data returned from a search can also be exported as CSV or images for use in presentations or further analysis.
If you use Spotter to create an Answer, you can indicate whether Spotter interpreted your question correctly. This helps improve the quality of future results.