Filters allow you to filter out responses from your reports or when viewing the responses section. You can create and save custom filters or use built in filters. Saved filters can be shared along with shared reports.
Applying Built in Filters
To apply a built in filter, select it from the filter drop down in the upper right corner of your report or the responses section. Built in filters include:
- Completed Responses: Filters out any responses that have not been completed.
- Responses with invite codes: Filters out any responses that do not have an invite code.
- Responses with invite emails: Filters out any responses that do not originate from an invite email.
- Per Collector: Filters to only responses from a particular collector.
Applying and Saving Custom Filters
To create a custom filter:
- Click the Filters button in the upper right corner of the report or responses section.
- Optional: Give your filter a name. This saves it for use in the future. Saved filters are listed in the filter drop down and can be used for all reports or in the responses section.
- Select a filtering option from the Please Select drop down and define its conditions. For example, choose a question from a survey that asks which city the respondent lives in and define the response to be exactly “Ottawa” to create a filter that only looks at responses from Ottawa.
- Optional: Click + Add Rule to add more rules to your filter. Toggle between AND or OR by clicking on the operand that appears, or negate the rule(s) by clicking on the negation link in the upper left corner of the filtering logic.
- Click Save to apply your filter.
Combine multiple rules using the Boolean operators AND and OR. Rules can also be negated. You can combine as many rules as you want, but all rules must be combined with the same operator. Likewise, negation is applied across all rules.
- Use AND to set up a situation where all rules must all be be true for an applicant to be eligible.
- Use OR to set up a situation where any one of a set of rules must be true for a applicant to be eligible.
- Use Negation to invert the logic of your rules, to create a NOT situation.
If a filter has been applied to a report, its name appears where the Filter button is. To clear a filter, click the X next to the filter drop down.
Deleting Saved Filters
To delete a saved filter:
- Select the filter you want to delete from the filters drop down in the upper right corner. This will apply the filter.
- Click on the name of the filter in the upper right corner where the drop down is.
- Click Delete in the upper right corner of the filter builder window that pops up.