How to Use the Filtering Tools

Filters allow you to analyse survey responses according to different criteria. You can filter by respondent groups, by questions and answers, by date completed and by other variables. Filters provide a flexible range of options for analysing your survey data.

First you have to create a filter report name then select your filtering options. For example, the first question in your survey is 'Are you male or female?', then question two asks 'How satisfied are you with your purchase?, their options are very disatisfied all the way through to satisfied, but you only want to view Female respondents that said they are Satisfied with their purchase. In this case you will need to apply two filters to your filter report (Q1 = Female and Q2 = Satisfied).

If you apply multiple filters to a filter report, make sure to give it a title which highlights this. If we used the example above, then you would call your report 'Satisfied Female respondents'.

Creating a Filter Report

To create your report:

  1. Go to the Results page of your survey.
  2. In the Survey Results menu, click Filtering.
  3. Select Create Filter Report.
  4. Give your report a Name and, if you wish, a Description, then click Save.
  5. Select Add New Filter.
  6. Select from the Filter Types:
    • Filter by Question and Answer  -  You can select questions, and filter results according to whether they match or do not match the answers specified.
    • Filter by Date Completed. Set the Start Date and End Date
    • Filter by Unique ID. You can filter by any unique ID that you have passed along the survey link.
    • Filter by Response IDs. Filter responses by their response IDs
    • Filter by Tracking Links. Select the types of tracking link you want to filter results by.
    • Filter by Variables. Filter by custom variable data.
    • Filter by Text Analysis Categories. Break down your results based on Text Analysis categories.
    • Filter by Contact List Data. Filter responses based on data within a contact list.
    • Filter by Contact Lists. Filter responses based on specific contact lists.
    • Filter by Invitation Messages. Filter responses based on specific invitations that have been sent via the Email Tool.
  7. After defining each filter, click Save.
  8. In the left-hand drop down menu, choose whether you want to apply ANY or ALL of the filter conditions to your report.

To view your Filter Report, select Apply to Summary. Select Create Chart to display filtered results graphically.

We strongly advise to use the filtering tool instead of exporting your results and filtering them within Excel, this will save you a tremendous amount of time and effort.

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