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Creating Views

A view is a snapshot of survey data made up of rules you apply to your survey results. You can create a Saved View to easily go back to see sections of your data at any time, without having to recreate them.

For example, say you sent out a customer satisfaction survey that included questions about which store location the customer visited. You can break down the survey results using rules, then create a Saved View for each store location and easily switch between each Saved View to better understand the feedback.

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Types of Views

TypeDescription
Current ViewThe Current View is your survey results with any active filter, compare, or show rules applied.
Saved ViewYou can save the Current View to create a Saved View that you can return to later. This lets you easily access sections of your data without having to reapply rules every time.
Original ViewThe Original View shows your survey data without any rules applied. You can switch back to the Original View at any time.

 

Creating a Saved View

To create a Saved View:

  1. Go to the Analyze Results section of your survey.
  2. In the ø Rules section of the sidebar, apply rules to your survey results.
  3. Once you have a combination you like, click Save As in the upper-right corner of the screen.
  4. Select New View. Your Saved View will show up in the E Saved Views section of the sidebar.
TIP! If your survey is shared with a team, your Saved View is visible to all collaborators when they look at the results for the survey.

 

Managing Saved Views

In the E Saved Views section of the left sidebar, click the More icon . next to a view to rename, copy, or delete it.

A green check mark 2 next to a view means the view is active. You can toggle a view on and off by clicking its name.

If you add or delete a rule while a Saved View is active, you will see Save and Revert buttons appear next to the it. Click Save to save the new rule to that Saved View. Click Revert to revert back to the Saved View as it was before.

 

Sharing & Exporting Views

Sharing a View with a Link

You can share a link to a Saved View. This creates a shared data page.

Exporting a View

You can export your survey results with rules applied by either exporting the Current View or a Saved View.

To export a view:

  1. Go to the Analyze Results section of your survey.
  2. Click E Saved Views.
  3. Click the More icon . next to the view you want to export.
  4. Select Export view.
  5. Choose either Summary data or All responses data.
  6. Select the file format and settings you want.
  7. Click Export.
  8. In the } Exports section of the left sidebar, click the export to download the file to your computer. Exports are stored here for 14 days.

 

A view is snapshot of your survey data made up of any rules that you apply to your survey results. You can create a Saved View to easily see sections of your data at any time, without having to recreate them.

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