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How to Use the Filtering Tools - SmartSurvey Knowledge Base
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You can filter by respondent groups, by questions and answers, by date completed and by other variables. <br /> <br /> The first step is to create a filter report name and then select your filtering options, as outlined below. For example, the first question in your survey might be 'Are you a student or a lecturer?'. Question two would ask 'How satisfied are you with your purchase?'. The options are very satisfied all the way through to dissatisfied, but you only want to view student respondents that answered they are satisfied with their purchase. In this case you will need to apply two filters to your filter report (Q1 = Student and Q2 = Satisfied).</p> <p class="reminder">If you apply multiple filters to a filter report, make sure to give it a title which highlights this. If we used the example above, then you would call your report 'Satisfied Student respondents'</p> <h2>Creating a Filter Report</h2> <ol class="numbered-list green"> <li>Go to the <strong>Results</strong> page of your survey</li> <li>Click <strong>Filtering</strong> in the<strong> Survey Results</strong> menu</li> <li>Select <strong>Create Filter</strong></li> <li>Give your report a <strong>Name</strong> and, if you wish, a description, then click <strong>Save</strong></li> <li>Select <strong>Add New Filter</strong></li> <li>Select from the <strong>Filter Type </strong>(choices on your screen will be dependent on what options are actually available in the survey you are using)<strong>: </strong> <ul> <li><strong><strong>Filter by Question and Answer </strong>-<strong> </strong></strong>You can select questions, and filter results according to whether they match or do not match the answers specified</li> <li><strong>Filter by Date Completed -</strong> Set the start date and end date</li> <li><strong>Filter by Unique ID -</strong> You can filter by any unique ID that you have passed along the survey link</li> <li><strong>Filter by Response IDs -</strong> Filter responses by their response IDs</li> <li><strong>Filter by Tracking Links -</strong> Select the types of tracking link you want to filter results by</li> <li><strong>Filter by Variables -</strong> Filter by custom variable data</li> <li><strong>Filter by Text Analysis Categories -</strong> Break down your results based on Text Analysis categories.</li> <li><strong>Filter by Contact List Data -</strong> Filter responses based on data within a contact list</li> <li><strong>Filter by Contact Lists - </strong>Filter responses based on specific contact lists</li> <li><strong>Filter by Invitation Messages -</strong> Filter responses based on specific invitations that have been sent via the Email Tool</li> </ul> </li> <li>After defining each filter, click <strong>Save</strong></li> <li>In the left-hand drop down menu, choose whether you want to apply <strong>ANY</strong> or <strong>ALL</strong> of the filter conditions to your report</li> <li>Click <strong>Apply to Summary</strong> to view your <strong>Filter Report</strong></li> </ol> <p> </p> </div> </div> <!-- Related article links --> <!--HtmlTags --> <meta name='addsearch-category' content='' /> <!-- Was the guide helpful? --> <section> <div class="row ss-helpbox"> <div class="ss-feedback-box columns small-12"> <div id="cphContent_UpdatePanel1"> <div id="helpfulheader" class="medium-6 small-12 columns align-middle float-left"> <h4>Was this guide helpful?</h4> </div> <div class="medium-6 small-12 columns text-right float-right"> <a id="cphContent_btnHelpful" class="button green helpful" href="javascript:__doPostBack('ctl00$cphContent$btnHelpful','')">YES</a> <a id="cphContent_btnNotHelpful" class="button green helpful" href="javascript:__doPostBack('ctl00$cphContent$btnNotHelpful','')">NO</a> </div> </div> </div> <div class="ss-feedback-box columns"> <div id="cphContent_UpdatePanel2"> </div> </div> </div> </section> <section> <div class="ss-tags-box"> <ul class="ss-article-tags"> <!--Tags--> </ul> </div> </section> </section> </div> </div> </section> <footer> <div class="ss-footer"> <div class="row"> <div class="medium-5 columns hide-for-small-only"> Copyright ©2025 SmartSurvey™. 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