Tutorial: Creating A Report: The Filtering Tool

SurveyGizmo’s filtering tool lets you filter certain responses from being displayed in reports. For example, you might want to create a report that contains responses from a subset of customers, such as those who live in a certain zip code. This tutorial will show you how to add a filter to a report.

Note: If you haven’t yet created a report, please refer to our tutorial Creating a Report: The Basics.

Step 1: Create and name a report
From the Reports > Your Reports tab, select Summary Report. In the Report Title, give the report a title that indicates a filter is in place, such as B2B Customer Service Satisfaction.

Step 2: Create the filter
Click the Add Filter link.

In the first drop-down menu, select the question for which you’d like to filter responses.

In the second drop-down menu, select the type of filter to run. Use:

• Equals for radio buttons, checkboxes, number and some text question types
• Does not equal for radio buttons, checkboxes, number and some text question types
• Contains word for text questions only
• Greater than for number questions only
• Less than for number questions only

In the third drop-down menu, your selection options will vary depending upon the question type. In most cases, you’ll have the option of checking one or more boxes. In a text question type, however, if you choose contains word in the second drop-down menu, you must enter the desired text.

Step 3: Run multiple filters
You may create as many filters as there are questions in the report. If you create more than one filter, select either All or Any from the drop-down menu “Report on responses which match (any or all) of the following conditions.”

Selecting “any” means that if a respondent’s survey meets even one of the filter requirements, the generated report will contain that respondent’s data. Selecting “all” means that a respondent’s survey must meet all of the filters to have the respondent’s data included in a report.

Tip: Need to delete a filter? Select the blank line at the top of the filter question drop-down box.

Step 4: Select the report questions
Selecting to include or not include a question in a report has no effect on the filter. For example, if you choose to filter based on B2B/B2C customers, and you don’t include that question to be displayed in a report, the filter will still be run when creating the report.

Tip: This is why it’s important to include the filter name in the report title — because if you don’t, the person viewing the report may not realize at first glance that the report covers a subset of the responses and not the entire set of responses. Soon we’ll be adding a feature that lists filters at the top of filtered reports.

Click Save or Save & Run Report.