Creating A Report: The Filtering Tool
SurveyGizmo’s filtering tool lets you filter certain responses from being displayed in reports. For example, you might want to create a report that contains responses from a subset of customers, such as those who live in a certain zip code. This tutorial will show you how to add a filter to a report.
Note: If you haven’t yet created a report, please refer to our tutorial Creating a Report: The Basics.
Step 1: Create and name a report
From the Reports > Your Reports tab, select Summary Report. In the Report Title, give the report a title that indicates a filter is in place, such as B2B Customer Service Satisfaction.
Step 2: Create the filter
Click the Add Filter link.
In the first drop-down menu, select the question for which you’d like to filter responses.
In the second drop-down menu, select the type of filter to run. Use:
• Equals for radio buttons, checkboxes, number and some text question types
• Does not equal for radio buttons, checkboxes, number and some text question types
• Contains word for text questions only
• Greater than for number questions only
• Less than for number questions only
In the third drop-down menu, your selection options will vary depending upon the question type. In most cases, you’ll have the option of checking one or more boxes. In a text question type, however, if you choose contains word in the second drop-down menu, you must enter the desired text.
Step 3: Run multiple filters
You may create as many filters as there are questions in the report. If you create more than one filter, select either All or Any from the drop-down menu “Report on responses which match (any or all) of the following conditions.”
Selecting “any” means that if a respondent’s survey meets even one of the filter requirements, the generated report will contain that respondent’s data. Selecting “all” means that a respondent’s survey must meet all of the filters to have the respondent’s data included in a report.
Tip: Need to delete a filter? Select the blank line at the top of the filter question drop-down box.
Step 4: Select the report questions
Selecting to include or not include a question in a report has no effect on the filter. For example, if you choose to filter based on B2B/B2C customers, and you don’t include that question to be displayed in a report, the filter will still be run when creating the report.
Tip: This is why it’s important to include the filter name in the report title — because if you don’t, the person viewing the report may not realize at first glance that the report covers a subset of the responses and not the entire set of responses. Soon we’ll be adding a feature that lists filters at the top of filtered reports.
Click Save or Save & Run Report.
2 Comments
Hi, MBH.
You can exclude specific responses to specific questions from a report by applying a filter. You can use filters a couple of ways.
One way is you could apply filters to eliminate responses with specific words. Here’s how:
Go into your survey editor, click on Reports.
Click on Summary Report under Available Report Types on the right side of the page.
In the box labeled “Filters,” click on the link labeled “Add Filter.”
In the first drop-down box, select the question that corresponds to your text box question.
In the next drop-down box, select “contains word.”
In the next drop-down box, type in a word that will filter out the responses you don’t want.
You can apply as many filters as you necessary to filter out all responses with words you don’t want in your report.
Filtering is available in Personal or higher level accounts.
Is it possible to exclude/ filter out various responses from a given report based upon text box answers (rather than have an include only function for text boxes)? For example, to run a report minus 4 results based upon a text box question administered at the beginning of the survey.