Filtering Survey Results
Filter Rules allow you to break down your survey results and focus on a specific subset of your data. For example, you can filter by question and answer to view respondents who answered a question a certain way, or filter by completeness to view only complete responses.
When designing your survey, think about how you want to filter your results. If you want to be able to filter respondents by group, make sure to include a question within the survey that will allow you to do so.
For example, if you included a question in your survey asking employees to select their department, you can filter by question and answer to view only the results from human resources department. To view only completed responses from the human resources department, you can also filter by completeness.
Creating Filter Rules
To create a filter rule:
- Go to the Analyze Results section of your survey.
- In the Current View section of the left sidebar, click FILTER.
- Choose a filter type (outlined in the table below).
- Select the criteria you'd like to focus on. The filtered view will include any responses that match any of the answer criteria you chose.
- Click Apply. At the top of the page, you'll see the number of responses included in your filter compared to the total number of survey responses you received.
|Question & Answer||View only respondents who answered a question in a certain way. For closed-ended questions, select the answer choices you'd like to include in the filtered view. For open-ended questions, enter the phrases to include, separated by commas.|
|Completeness||Show only particular response statuses: Complete, Partial, Disqualified, or Over Quota.|
|Collector||If you used multiple collectors, show only the responses recorded through certain collectors.|
|Time Period||View responses submitted on or between a specific time frame.|
|Respondent Metadata||Filter by other respondent metadata: response time, IP address, email address, first name, last name, or custom data 1.|
|A/B Test||If you used an A/B test in your survey, show only respondents who saw a particular variable.|
A single Filter Rule uses OR logic within the filter. This means any respondents who fit at least one of the filter’s criteria are shown. For example, if you're filtering by question and answer and select two answer options (A and B), the filter will include any respondent who chose EITHER answer option A OR answer option B.
You can create a NOT view by selecting all options in the filter except the one you want to exclude.
When multiple Filters Rules are applied at once, they are combined using AND logic. This means that only results that meet BOTH Filter Rules are shown—a response must meet the criteria of all filters to be included in the filtered dataset.
To create more intricate reports using OR or NOT combinations, we suggest exporting your results as a spreadsheet. You can use either XLS or CSV.
Using Multiple Filters
You can apply multiple Filter Rules at the same time to narrow down your data subset even further.
When multiple Filters Rules are applied at once, they are combined using AND logic. This means that only results that meet both Filter Rules are shown—a response must meet the criteria of all filters to be included in the filtered dataset.
Managing Filter Rules
In the CURRENT VIEW section of the left sidebar, click the black down arrow to the right of the rule to unapply, edit, rename, copy, or delete it.
A green line to the right of the Filter indicates that a rule is active. You can toggle a rule on and off by clicking the filter button with the green line.
Sharing & Exporting Filtered Results
You can share or export your results with filters applied to create reports specific to a particular subset of your data.
To share or export your survey results with your Filter Rules applied:
- Make sure your Filter Rules are active.
- Under the Saved Views section in the left sidebar, click Save as...
- Enter a name for your Saved View and click Save.
- Click the black down arrow to the right of your Saved View.
- Click Export view or Share view.