The option of filtering results in a survey gives you the opportunity to analyze how different groups of respondents answered the questions. It is particularly useful when presenting a significant, specific group of respondents (eg a group of target clients) compared to other respondents, as well as when comparing different groups (eg couples living together and separately).

Examples of use:

The categories of respondents can be selected based on:

• giving a specific answer to any of the questions asked (eg we want to know only the results for women for the purposes of the study, so we set a filter for the answer „Woman” with a question about gender),
• the range of dates in which respondents filled out the survey or updated the collected data (eg we want to know how people responded within the first day of the survey activity, so we choose or enter the appropriate date in the designated place),
• assigning to one research group, if the division of respondents into groups has been applied (eg a branch of the company),
• the use of several component combinations of filters (eg men with higher education, living in the countryside, dissatisfied with our product, who responded last week).

Filtering results by given responses

1. Select the „Aggregated results” (1) tab, then „Create a new filter” (2).

2. Next to the responses, there will be fields to select filtered responses and give the filter a name.

Check the checkboxes that interest you, in any number of questions, and click „Create filter” to get the results of respondents who answer according to the selected criterion.

Filtering results by date of completion

1. Select the „Aggregated results” (1) tab, then „Create a new filter” (2).
2. Select The duration of the survey (3) to choose all collected sheets for filtration. You can also mark the period you are interested in (4) (eg data collected only during the first two days of the survey), or mark the Relative duration (5) – yesterday, last week or last month.
3. Click on „Create filter” to get results from the period you selected.

Filtering results by update date

With this option, it is possible to create a filter that updates information after each change made in a single sheet. This option is useful if you want to find fillings that have ever been updated or changed.

1. To create a filter by the date of the update, you have to first change the results in individual sheets. To do this you should go to the Results tab (1), then: Individual sheets (2). Change the answers in the way you like (3), and then Save changes (4).

2. The next step will be to go to the Results tab (1), and then select the Filters (2) option. The creation of a new filter will start after clicking on the field: Create new filter (3).

3. When adding a new filter, give it a name first (4). Then select the option: Based on time (5) and click on the Advanced section (6).

4. From the advanced options, select the one on the right: Based on the date you save the changes in the sheet (7). Then save the changes by clicking Create filter or Create and filter results (8).

Filtering results by contact labels and other additional information

1. Just like before, select the „Aggregated results” tab, then „Create a new filter”.
2. If you measured the survey filling in depending on the source of the visit (external key) or you have the respondent identification using labels, here after the above steps will appear an additional option „Based on the respondent’s data”, which should be clicked.
3. Expand the bar next to: „Show completions where label is” (4) – here you can find all imported or manually entered contact labels.
4. After that expand the bar next to the contact labels (5) to select the scope of your future filter, then enter the exact name after which you want to filter (6).
5. You can also save the filter for the future by clicking „Create filter”.

Fast filter creation

The fast filter allows even faster and easier filtering of information.

1. On the right side of the answer to the question on which you want to apply the filter, click the fast filter icon (green funnel).

The function is available for several types of questions: single and multiple choice, open, single and multiple matrix questions, NPS, numerical, e-mail, date, form and rating.

2. To edit the filter, go to the tab: “Aggregated results” and select it from the drop down list of filters created by you.

3. Creating a fast filter, if a filter is already applied, will cause an update (overwriting) of those previously created earlier – a new rule will be added.

Imagine that you create a special filter that is necessary for you to analyze your research. The filter will be used quite often. Instead of performing the same actions several times in order to generate the necessary information, we save them in the Filters list in the Results tab.

Use of saved filters in recurring reports

1. The saved filter is very useful when defining a recurring report. Especially when we define the filtering criteria by the relative date of completing the survey, e.g. „Previous Week”.
2. Go the “Reports” tab, in which you select „Recurring reports” (2) and then click on: „Add new report” (3).

3. Choose the format in which you want to receive a PDF report, DOCX (1) (excluding raw results in XLSX, CSV, SPSS format, because the results in these formats can be filtered manually) and in the form of aggregate results in XLSX or CSV (2) format. We can also set a schedule for receiving a report due to the time and time of sending (3) (e.g., every week on Monday between 8:00 and 9:00) and the date of completion of generating reports.

Applying the filter in individual sheets and cross tables

1. When you create a filter you have the option of reviewing only those individual sheets that match the criteria included in the applied filter.
2. If you enable filtering results, only the answers corresponding to the filter criteria will appear in the results of the cross tables.

Worth to remember:

• If you select two answers in one question (eg people living in small towns and people living in the countryside), respondents living in small towns OR in the countryside will appear as a result of filtering.
• If you select two answers in different questions (eg men with higher education), then only men who have higher education according to both answers will appear as a result of filtering.
• You can export the filtered results. However, you have to remember that the export does not apply to Excel because the program itself allows you to filter the results by selecting cells.