Filtering the results
Artur Zbiejcik avatar
Written by Artur Zbiejcik
Updated this week

Filtering the results in the survey makes it possible to analyse how different groups of respondents answered the questions asked. It is especially useful when presenting a significant, specific group of respondents (this means, a group of target clients) compared to other respondents, as well as when comparing different groups (for example, couples living together and separately).

Example of use:

The categories of respondents can be selected on the basis of:

  • giving a specific answer to any of the questions asked (for example, we want to know only the results for women for the purposes of the study, so we set a filter for the answer "Woman" for the question about the gender),

  • the range of dates in which the respondents completed the survey or updated the collected data (for example, we want to know how the respondents answered within only the first day in which the survey was active, so we select or enter the appropriate date in the designated place),

  • belonging to one research group, provided that the division of respondents into groups has been used, for example, a branch of a company,

  • the use of several-component combination of filters (for example, men with higher education, living in the countryside, dissatisfied with our product, who responded within the previous week).

Filtering the results according to the answers given

1. Select the "Results" tab, then "Create a new filter".

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

3. Select the checkboxes you are interested in, in any number of questions, and click the "Create a filter" button to get the results of the respondents who answered according to the selected criterion.

Filter results by the date of filling

1. Select the "Results" tab, then the "Create a new filter".

2. Select the period of the entire survey period to select all collected sheets for filtration. You also have the option to select the period you are interested in (for example, the data collected only during the first 2 days of the survey), or to select a relative period - yesterday, the previous week or month

3. Click "Create Filter" to get the results for the period you selected.

Filtering results by the update date

Thanks to this option, it is possible to create a filter which updates the information after each change made in a single sheet. This option is useful when you want to find fills which have ever been updated or changed.

1. To create a filter by the update date, you first have to change the results in individual responses. To do this, go to the Results tab, and then the Responses. Change the answers the way you want, and then Save the changes.

2. The next step will be to go to the Results tab, and then select the Filters option. To start creating a new filter, click on the field: Create a new filter.

3. When adding a new filter, first give it a name. Then select the option: Based on time and click Advanced in the drop-down form.

4. From the advanced options, select the one on the right: Based on the date when changes were saved in the sheet. Then save the changes by clicking on Create filter or Create and filter the results.

Filter the results by the contact atributs and other additional information

1. Select the "Results" tab, then "Create a new filter"

2. If you have measured filling in the survey depending on the sources of visits (external key) or you have the respondent's identification with the use of atributs, in this place, after performing the above steps, an additional option "Based on the respondent's data" will appear, which should be clicked.

3. Expand the bar next to the entry "Show fillings where" - here you will find all the imported or manually entered contact labels.

4. In the further part, expand the bar next to the contact atributs in order to select the range of your future filter, then enter the exact name after which the filtering should take place.

5. You can also save the filter for the future use by clicking "Create Filter" or "Create and Filter Results"

Create a quick filter

A quick 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 a filter, click the quick filter icon (green funnel).

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

2. To edit a filter, go to the Filter and select it from the drop-down list of filters you have created.

3. Creating a quick filter, if any filter is applied, will update (overwrite) the one created earlier - a new rule will be added.

Imagine that you generate a specific filter that you need to analyse your studies. The filter will be used quite often. Instead of performing the same steps several times in order to generate the necessary information, we save it on the Filters list in the Results tab.

Use of saved filters in the recurring reports

1. The saved filter is useful when defining a recurring report. Especially when we define the filtering criteria according to the relative date of completing the survey, for example, "The Previous Week".

2. Go to the Reports tab, but now select "Scheduled reports" and select the "Create a new scheduled report".

3. Choose the format in which you want to receive it PDF, DOCX.
(excluding the raw data in the XLSX, CSV, SPSS formats, because you can filter the results in these formats manually) and in the form of the collective results in the XLSX or CSV extension. We can also set a schedule for receiving a report due to the date and time of sending (3) (for example, every week on Monday between 8:00 am and 9:00 am and the date of completion of generating reports.

Filter application in cross tables

If you enable filtering of results, then only answers which match the filter criteria will appear in the results of the two-question cross-tables.

We also wrote about crosstabs on our blog in the: Crosstabs article.

What is worth remembering?

  • If you select two answers in one question (for example, people living in small towns and people living in the countryside), then the filtering will result in respondents living in small towns OR in the countryside.

  • You can edit filters not only from the Filters tab, but also directly from the Collective results, Crosstabs, Rankings and Trends tabs. Just click on the pencil icon on the right side of the filter.

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