Filtering Reports and Exports

Available to Professional, SurveyGizmo, Enterprise, and Dedicated Accounts

There are many reasons why you may not want to include all of your data in a Report or Export. You may only want to see people who answers a specific question, or data from a certain date range. We allow you to do all of this with Report and Export Filtering.

What Reports/Exports allow me to filter?

• Summary Reports
• TURF Report
• Cross Tab Report
• Fall-Off Report
• Profile Report
• Comparison Reports (Will be available soon)
• CSV/EXCEL  Export (full version)
• Piped Data Export
• SPSS Export

Where can I find this?

For the purpose of this tutorial, I will be explaining how to access this via a Summary Report (but the same steps apply for any report or export).

1. Click on the Project tab-->Analyze & Report

2. Select the appropriate Report  from the options.

3. If the Report  prompts you to customize it, proceed with your customizations, the click "Create Report".

4. Click on the "Filter" tab.

5. For exports, please repeat steps 1-4 but replace all 'Reports' with 'Exports'.

What can I filter by?

You can filter by a number of different option and just about anything in your survey!

(1) Status: This allows you to filter by response status. 'Completes'  and 'test data' are included by default, but you can change those to include all partials, disqualifieds, etc, or any combination of each. For status definitions, please click here.

(2) Date Range: This allows you to filter your report/export by a specific date range. This means that you could set your report to  filter by a specific range such as 12/1/2011 through 12/31/2011 (which would only ever give you data between those dates). You can also filter by a specific frequency of time such as -1 week, or -1 month. This means whenever you re-run your data, it would give you the latest week or months data. For more detailed information on date filters and the options you have, please see:  Tutorial: Date Filters

(3) Response Number: You can filter specifically by response ID number (found on the overview tab). This allows you to view one or more responses at a time, but limited to the specific ones you'd like to see. You can enter more than one by adding commas (with no spaces) in between. Example: 1,18,53

(4) IP Address: You may find that you have duplicate responses from the same IP address, and you'd like to make sure that the duplicates are not included. The "Remove Duplicate Responses by IP Address" allows you to do this, and will let you choose between ' Keep the most recent (newest) response:' or ' Keep the first (oldest response)'. For more information on this, please see: Tutorial: Remove Duplicate Responses by IP Address

(5) Filter by Campaign: If you have multiple distribution campaigns on your Publishing tab (email campaigns, embeds, default web links, etc), you can also filter by specific ones. You may run a new email campaign each month, and label them with March, April, May, etc. You can choose to only include 1 or include multiple to make sure you're getting the exact data you're looking for!

(6) Responses Matching These Results:  This option allows you to filter by specific questions in your survey (and specific responses off of them). It also allows you to filter by specific Geo Tracking, and URL data. Please note, it will only allow you to filter by Geo Tracking or URL data if it is actually available in the survey response. Some IP addresses may block the ability for us to gather Geo-Tracking data, or URL variables may be cut off.

If they are available, you can filter by the following criteria:

• IP Address
• County
• Region
• Postal Code
• City
• Longitude
• Latitude
• URL Variable:

If you're looking to filter by specific question you'll want to do the following:

1. Select the question in the first column from the dropdown. 

2. Indicate if you want this answer to be "is exactly equal to" "is in list" etc in the second dropdown menu.

3. If it's a question type that is not open text, you can then select from a checkbox list, otherwise, if it's a textbox question, be sure type in the answer you want to filter by (this is case-sensative).

**REMINDER**: Always remember to hit "Save Filter" before moving on to another tab within the Summary Report.

Related Links

Creating a Summary Report: https://support.surveygizmo.com/entries/448905-creating-a-summary-report

Filtering by Date Range: https://support.surveygizmo.com/entries/20353073-date-filters

Remove Duplicate Responses by IP address: https://support.surveygizmo.com/entries/20791097-remove-duplicate-responses-by-ip-address-in-reports-exports

UPDATED 4/23/2012

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