Loading...
  • Customer Experience
    Customer Experience
  • Employee Experience
    Employee Experience
  • Brand Experience
    Brand Experience
  • Product Experience
    Product Experience
  • Core XM
    Core XM

Filtering Results-Reports

What's on This Page:


Was this helpful?


The feedback you submit here is used only to help improve this page.

That’s great! Thank you for your feedback!

Thank you for your feedback!


About Filtering Results-Reports

Sometimes you’ll want to look at a specific subset of your results, rather than all the collected data. You can use filters to refine results-reports to show only results that meet specific criteria. Filters apply globally to a results-report, so once applied, all visualizations and pages in the results-report will be filtered to show only information that meets the filter criteria.

Example: You produce a monthly report on customer satisfaction and you want to view data just for the current month. You can add a date filter to your results-report to view only this month’s data.

Filter at the top of the results

Qtip: These filters you build in Results-Reports are also accessible in Advanced-Reports and Data & Analysis!

Adding a Filter

  1. Navigate to the Reports tab.
    Add Filter button reveals a list of all survey fields, including questions and embedded data
  2. Navigate to the Results section.
  3. Open the desired report.
  4. Click Add Filter.
  5. Choose the filter criteria (survey metadata, question, or Embedded Data).
  6. Select the desired Operator.
    Dropdown of operator, with options such as 'includes any,' 'exclude all,' and 'is/is not empty'
  7. Select or enter the desired Operand(s).
  8. Click the plus ( + ) or minus ( ) sign to add additional conditions or remove conditions.
    plus and minus buttons next to the filter
Qtip: Adding additional filters will bring you to the Manage Filters window. Here you can create more dynamic logic sets to isolate particular sets of respondents. See the Managing Filters section for more details.

To practice adding filters, expand the Step-by-Step guide below.

Step-by-Step
Several types of filter criteria can be used to create conditional statements:

  • Question Answers: Note that each question type has unique filtering options.
    Qtip: To learn more, visit the Fields You Can Filter By section.
  • Survey Metadata: Includes information automatically collected when a respondent takes a survey, such as Start Date, End Date, Response Type, IP Address, Duration, Finished, and Recorded Date.
    Qtip: To learn more, visit the Fields You Can Filter By section.
  • Contact Fields: This consists of the default recorded contact fields (e.g., Recipient Last Name, Recipient First Name, Recipient Email, External Reference, and Distribution Channel). These will only be recorded if the survey response is connected to a contact list.
  • Embedded Data: Extra information is recorded in your survey beyond your question responses. Embedded Data consists of fields and values that can be accessed effectively by filters. Field names act as your variables (e.g., GenderStateStatus). Fields can have multiple values (e.g., the field Canadian Provinces may have Ontario, Newfoundland, and British Columbia as values).
    Qtip: If you are new to Embedded Data, check out the Embedded Data support page.

Follow the below steps to learn how to add a filter.

  1. Select Add Filter.
    add filter button allows you to select from a saved filter
  2. Go to Saved Filters.
  3. Select Manage Filters.
  4. Select Create a Filter.
    create a filter button in the center of the manage filters page
  5. Remove the default “Select Field” by clicking the minus ( ) sign to its right.
    minus sign next to the filter
  6. Set your top-level operator to Any.
    filter logic set set to Any of the following are true
  7. Create your two condition sets by clicking Insert New Condition Set twice at the very bottom of the filter.
    insert new condition set button beneath every filter
  8. Ensure that the operators for these conditions are set to All.
    Any or All of the following dropdown above every filter set
  9. Click Insert New Condition below each Select Field dropdown.
    insert new condition button under each filter
  10. Set one filter for Males who are 25–34 and the other for Females who are 35–44.
    Complex filter where responses either come from 25-34 year old men or 35-44 year old women
  11. You use the two All sets to connect statements that both have to be true. You want data from respondents that are: Males and 25–34, or Female and 35–44.

 

Saving and Reloading Filters

Any time you add more than one condition to your filters, you are creating a filter that will be saved for later. This section will discuss creating and managing these saved filters.

Saving a Filter

  1. Build a basic filter.
    Filters at the top of he results, the Manage filters button to the left of them, plus and minus to the right

    Qtip: Be sure not to leave the page before saving!
  2. Click Manage Filters, or click the plus sign ( + ) and continue building your filter. Both options will open the Manage Filters window.
  3. Type a filter name in the text box.
    manage filters window
  4. Click Save and Apply.
    Qtip: This button will not be clickable until you make sure all your conditions are complete. Click the minus sign ( – ) to remove any incomplete conditions you do not want to complete or have added accidentally.
    selecting a field in the manage filters window
Qtip: You can also open the Manage Filters window by clicking Add Filter, selecting Saved Filters, and then clicking Manage Filters.
Clicking Add Filter to reveal Saved Filter menu

Loading Saved Filters

To select a preexisting filter to use, click Add Filter, select Saved Filters, and then select the desired filter.

Selecting a filter from the saved filters menu

To temporarily remove a saved filter, click the minus sign ( ) next to it.

minus button next the selected saved filter

Managing, Copying, and Deleting Saved Filters

You can manage your filters by navigating to the Manage Filters window. The following options are available to you.

manage filters window with a menu to the left where you select filters you've made for editing

  1. Select your saved filters from the navigation sidebar.
  2. Add an additional filter by clicking the Create New button on the Managing Filters window.
  3. Copy a filter by clicking the icon to the right.
  4. Delete a saved filter permanently by clicking the delete icon.
  5. Search filters using the Search box.

Conditions and Condition Sets

Filters work the same in Data & Analysis as they do in Reports – in fact, the filters you create there also appear in Results-Reports, and vice versa!

To learn more about building the conditions of your survey, see the following sections of the Filtering Responses support page:

FAQs