Dig Deeper into Your Data by Filtering Reports

Brittany Heidtke
4 min read

Have you ever asked your survey takers what their gender or age was, and wished you could separate, let’s say, the female answers from the male, or everyone who was 25 and under from everyone that was 25 and above?

Or, have you ever wanted to split your data into two or more groups and compare answers side-by-side?

By using filters and segmentation on your data, you can dive deep into your data and derive insight beyond the basic “56% of our customers rated us at 4 stars.”

By exploring the similarities and differences between subgroups in your audience, you may be able to identify your strengths, weaknesses, and opportunities. Some of which may surprise you!

 There are countless ways to organize your data, and which methods you choose to explore will depend on the questions you ask and the goals you have for your survey. Fortunately, filter and segment tools are easy to use, so you can experiment quickly and easily with your data.

Customize Reports With Filters

A default, unfiltered report will display all of the data associated with the questions and answer options you collected.

A filtered report, in contrast, will show all questions and answer options, but will only display the data you specified with your filter rules.

Being able to slice, dice, and separate your data into smaller audience groups can give you even greater insight into your audience, their wants, needs, and tendencies.

Create Comparisons With Segments

Where filters define exactly which groups of information show up in your final report, segments allow you to compare subgroups side-by-side within your data in the report itself.

For example, instead of displaying just answers from women, you can now compare female and male responses on the same page.

Options for Filtering and Segmenting Your Data

When you create a report, you have six broad options for filtering your data. These are:

Filtering or Segmenting by Survey Status
This option dictates how survey statuses will display in your report. The default settings will show only Complete and Partial responses, but you can modify to include Disqualified and Test responses as well.

Filtering or Segmenting by Response Date
A particularly popular use of filters and segments, defining a date range allows you to report on those responses collected within a particular timeframe. This feature is particularly useful for surveys that run for a long period of time, like Customer Satisfaction Surveys.

Filtering or Segmenting by Question Answers
One of the most interesting options to experiment with, filtering or segmenting based on the answer to questions can show how one answer may or may not correlate with other answers.

Filtering or Segmenting by Response ID
This feature allows you to include or exclude particular response IDs that for one reason or another are not applicable or useful to the overall report. In segmentation, this allows you to pull certain IDs away from the rest as benchmarks or comparisons.

Filtering or Segmenting by Survey Link
When you are distributing your survey across multiple channels, like through different social media channels plus your newsletter or blog, it can be useful to group responses by where the respondents found your survey. If you are planning on using this feature, be sure to make multiple sharing links and to keep track of which links were shared in what way!

Advanced Options for Filters and Segments
For detailed analysis, you can create custom advanced filters and segments by setting multiple Conditions and Groups of Conditions. This feature packs even more analyzing power into your reports.

How Do I Start Using Filters and Segments?

It’s easy! First, you’ll want to create a Standard Report just like normal. Then, click the Filter or Segment links on the left bar to expand those options.

Within the tab that opens, you’ll see a button that says Add New Filter or Add New Segment. Clicking one of these buttons opens the drop down menu with all of your options.

The report will update in real time, so you can view changes instantly without having to reload or download the report.

You can also create multiple Reports from the same data set, allowing you to experiment with different filters and segments. This is a great way to report on the broad trends your business needs, then dive deep into segment-specific, actionable insights and analysis.

For more information, see our detailed Documentation on customizing Standard Reports.

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