Filter Data

Filtering data within reports allows you to drill down and explore specific cuts of data. You can filter data in four ways:

1. Demographic: Data that is created from the column headers in a Participant Information File sent via an email campaign.

2. Survey Items: Questions that are asked within the survey.

3. Date: Filter responses based on a Start and End date. This option is typically used for surveys that run over an extended period of time such as onboarding or exit surveys.

How to Filter a Report

1. Click Reports, then Snapshot. Filters will work the same across all report types.

2. Select a survey from the survey dropdown in the top left.

3. Click Filters in the top right corner. Available data will be displayed in the center column where you can choose between Demographic, Survey Item and Date. Once a field is selected, you will see the available filter options in the right column. Check the boxes for data you would like to filter, then click OK. Note: you can select multiple filters by clicking the Plus button.

1. Once applied, filters will be displayed and the total responses will update to reflect the filtered results.

1. Click the X on a filter tag to remove the filter and refresh the results.

Filter by a ranked choice item

Ranked choice questions let you filter on both the option and the rank position, so you can isolate the participants who gave one option a specific priority.

1. Add a Survey Item filter and select the ranked choice question.

2. Select the option you want, for example Senior Leadership.

3. Select one or more rank positions, for example 1st and 3rd.

4. Apply the filter.

All three inputs are needed. Selecting an option without a rank position does not narrow the report.

Most useful on comments. Filter to the participants who ranked an option 1st, then read only their comments. You get the reasoning from the people who told you this was their top priority, rather than every comment on every topic.

Participants who did not rank the option at all are excluded from the filtered view, because an unranked option is absent from the response rather than recorded at a lower position.