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Advanced Filter

The Advanced filter is used to specify which responses you would like to see in the report. Logical expressions can also be used to create complex filters.

To apply advanced filters, you need to click the Filter button on the Toolbar on top of the Report Items page:

You will be redirected to the Advanced Filter page. Follow the recommendations below to add the filter to your report:

  1. Click the Add Filter button;

  2. Select the Filter Type:

  • Question Only those, who gave a specific answer to the selected question, will be included in the report.

  • Date Only those, who have submitted the survey during the selected period of time, will be included in the report. 

  • Email Only those, whose email address (the address used to send survey invitation email) contains specific character string, will be included in the report.

If you filter by Question or Email, please keep in mind that the Include records field is limited to 1024 characters:

  • If you filter by Date and need today's report, you should set the filter Start and End dates for today.

  • If you add a Date filter and select 'Show responses submitted or changed during previous completed N days', responses for completed days only will be included. The completed days are defined by 'Day Start:' time.

3. Specify the type of search.

  • If your filtering is based on response content, select the question and the answer you are interested in. If you filter results for the Rate Different Items type of question, you can select scale item to obtain more accurate results. 

If you select the No Response item from the Select answer drop-down box the report will include the respondents who did not answer this question, answer choice or scale item.

  • If you chose to filter by Date, you can specify the time interval to include respondents who submitted the survey within the indicated range. Just indicate Start and End dates and save changes. You can also include only those respondents who submitted or updated their results during the last N days. Thus you can view only new responses without navigating throughout the whole report data.

  • If your filtering is based on email addresses or if you filter text responses, specify word(s) or characters to use for filtering. Please find the detailed description of this type of filters below.

4. Select Questions for masking results. This option is not mandatory and is commonly used to make summary report results less liable to respondents identification in a small respondents sample. You can specify the number of respondents and enter symbols to replace survey results with. Thus if the number of respondents for the selected questions is less than you specified, your survey results will be replaced with indicated symbols and will not be shown within the report. If a number of respondents becomes more than the indicated number, data will not be masked and will be displayed in the report;

5. Click Save to apply your filter;

6. Click Run Report to preview your report.

Types of filters

Filtering based on Email Addresses

  • Use drop-down box to specify filtering condition (That/That do not).

  • Enter the word(s) or characters you are/are not interested in. Use space as separator if your search will be based on more than one word.

  • Specify the entry type:

    • contain at least one word - the respondents whose emails contain or do not contain at least one of the symbols indicated here will be included in the report.

    • match respondents whose emails contain or do not contain the line string indicated in the text field regardless of its position will be included in the report.

Filtering based on text responses

  • Use the dropdown box to specify filtering condition (That/That do not).

  • Enter the word(s) or characters you are/are not interested in. Use space as separator if your search will be based on more than one word.

  • Specify the entry type:

    • contain at least one word - the responses that contain or that do not contain at least one of the words indicated here will be included in the report.

    • contain all words - the responses that contain or that do not contain all of the words indicated in the text field regardless of their order will be included in the report.

    • equal the responses that contain or that do not contain a phrase or word indicated in the text field will be included in the report.

    • match the responses that contain or that do not contain the line string indicated in the text field regardless of its position will be included in the report.

    • match wildcard - the responses will be included in the report in accordance with the following rules:
      ? - substitutes as a wildcard character for any single character
      * - substitutes as a wildcard character for any zero or more characters.

    • match regexp - responses that meet or do not meet regular expression criteria will be included in the report

    • match fulltext - responses that match or do not match indicated criteria will be included in the report. You can use the following logic operators for specifying advanced text filter criteria:
      & - is used to indicate logical AND;
      < - is used to indicate logical ordered AND, which means that words must appear in the strict order as was indicated;
      | - is used to indicate logical OR;
      ! - is used to indicate logical NOT.

Filtering based on Numeric Allocation responses

  • Specify the filter condition (That is/That is not).

  • Enter the number you are/are not interested in.

  • Specify the entry type:

    • greater than or equal to - the responses with numbers that are greater or equal to the indicated number will be included in the report.

    • greater than - the responses with numbers that are greater than the indicated number will be included in the report.

    • less than or equal to - the responses with numbers that are less or equal to the indicated number will be included in the report.

    • less than - the responses with numbers that are less than the indicated number will be included in the report.

    • equal to - the responses with numbers that are equal to the indicated number will be included in the report.
      Note that you can filter responses by empty answer field, if you select that equal to or that do not equal to for question responses and leave an empty string.

Filter Logic

If you have set more than one filter, you can specify the way of combining your report filters:

  • Select Apply 'AND' logic to see the report on those respondents who meet the conditions of all your active filters.

  • Select Apply 'OR' logic to see the report on those respondents who meet the condition of at least one of your active filters.

  • Select Apply customized Logic (User defined expression) to use combined filtering. Specify the way of combining your filters using ANDOR and NOT logical operators. Use parentheses to make your logic unambiguous.

  • Please note that only the filters mentioned in the text field will be used to filter the report. For more details see the Filter Logic help chapter.

Examples of filtering

Examples of filtering based on email addresses or text responses

That

Entry Types

Conditions

Results

Contain at least one word

Cat

Red Cross

Cat
Cat Flower
Big Cat
Cathlene

Red Bull
Cross Roads
Red fine Cross

Contain All words

Cat

Red Cross

Cat
Cat Flower
Big Cat
Cathlene

Red Bull
Cross Roads
Red fine Cross

Match

Cat

Red Cross

cat
Cat Flower
Big cat
Cathlene

Red Bull
Cross Roads
Red fine Cross
Red cross Representative

Match wildcard

Ca?

R*

Cat
Car
Cathlene

Red Bull
Cross Roads
Red fine Cross
Red Cross Representative

Match Fulltext

Red & Cross

Red < Cross

Red | Cross

Red Cross
Cross roads Red
Red Bull

Red Cross
Cross Red
Red roads Cross

Red Bull
Cross Roads
Red fine Cross

Equal

Cat

Red Cross

Cat
Cat Flower
Big Cat
Cathlene

Red Bull
Cross Roads
Red fine Cross

For the That do not condition all the responses that meet the That condition will be excluded from the sampling above.

Filtering based on an answered/unanswered text field

If you need to include only those respondents into the report who have answered a particular text field, set up the filter in the following way:

Alternatively, if you need to show only those, who have left it empty, use the opposite setting:

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