Creating Filters
You may create within Filter Manager or during the report generation process. This section describes the process of creating a filter within Filter Manager.
Create Filter
- Select your project and click on Report.
- On the Report menu bar, click on Filter Manager.
- Click on ‘Create New Filter’.
- Under Add Condition, select the question, the condition, and then the answer option that will define the filter.
Click on Add Condition. - To add another condition, select another question and follow the steps above.
- Once all conditions are added, set the filter logic.
- Match all Conditions: This filter requires that every condition be satisfied.For example:If the conditions are C1, C2, and C3, the logic is ‘C1 AND C2 AND C3’. This script will only filter responses in which all conditions are present.
- Match any Conditions: This filter requires that any condition be satisfied.For example:If the conditions are C1, C2, and C3, the logic is ‘C1 OR C2 OR C3’. This script will only filter those responses in which at least one condition is present.
- Use Custom Combination of Conditions: To create a custom combination of conditions, define the filter as a rule, including keywords (AND, OR, NOT,),brackets and condition names (e.g. C1, C2).For example:To include C1 and either C2 or C3, write ‘C1 AND (C2 OR C3)’.
- When you are done, save your filter. Clicking on Save or Save & Go To Filter Manager will open a pop-up to allow you to name the filter. Provide a clear and distinguishing name, especially if you are planning to create more than one filter for the same project.
Edit Filter
- Select your project and click on Report.
- On the Report menu bar, click on Filter Manager.
- Select the Filter and click on View/Edit.
- Review all your previously created conditions for this filters.
- Hover over a condition and click the pencil icon on the right side to edit the condition.
- Once you are done editing, click on Save or Save & Go To Filter Manager. While saving, a pop-up will appear to allow you to modify the filter name.
- Save & Overwrite: This will save your existing filter with the modifications.
- Save as New: Enter the new title of the filter and click Save. This will save your modifications as a new filter.
Copy Filter
- Select your project and click on Report.
- On the Report menu bar, click on Filter Manager.
- Select the Filter and click on Copy. The filter will be copied successfully and ready to use.
Delete Filter
- Select your project and click on Report.
- On the Report menu bar, click on Filter Manager.
- Select the Filter and click on Delete.
- Click OK to confirm your choice.
Use Filter
As an example, let’s apply a filter we created to a Bar Graph Report.
- Create a filter in Filter Manager using the steps above.
- Select your project and click on Report.
- On the Report menu bar, choose your preferred report type.
- Select the questions to be included in the report.
- Rearrange the order of questions as needed for the best presentation of data.
- Select your preferred report properties, including display of percentages and more.
- Finally, on the ‘Select Filter’ step, select ‘Yes’ in response to ‘Do you want to apply a filter on this report?’. Then, choose your filter from the dropdown menu.
- Continue through the wizard to generate the report. Review the report and the applied filter, modifying as needed.
Based on your display resolution or browser zoom, you may see a 3-dot icon on the far right of the Report menu bar. Click here to access Saved Reports, Emailed Reports, and Filter Manager.