Checkbox 6 Report Filters Guide
Checkbox 6 Report Filters Guide
Checkbox report filters allow you to run a report for only a segment of your data. For instance, you may want to run a report for only those respondents in the Eastern region or only those that are repeat customers. Filters can be applied based on answers to your survey questions, on user profile properties (such as email or department) or response properties (such as survey completion date). The report above is an unfiltered report for a survey called "Customer Feedback Survey." This survey has 423 total responses. In this guide we will apply a filter to this report so that only respondents that indicated that they purchased mainly because of "Value for the Money" will be included in the filtered version of the report.
Checkbox 6 Report Filters Guide - 1
Create a Filter
After you have created an unfiltered report, the first step to filtering your report is to set up any filters you might need. Filters are set up at the survey level and can be used for any reports created for that survey - you do not need to set filters up separately for each survey. To create a filer, navigate to the Report Manager (your list of reports for your survey) and click the 'Manage Filters' button.
Add a New Filter
Click the '+ Filter' button to add a new filter.
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Choose Your Filter Source
Then choose the question, response property, or user attribute you would like to use in your filter and click save.
Select the Report to Apply your New Filter to
Next, apply your newly-created filter to your report. From the Report Manager, click on the report you want to apply your filter to. Then from the Report Actions menu, choose the option for Filters. Checkbox 6 Report Filters Guide - 3
Apply the Filter
Check off the filter you want to apply on the left side and click the 'Apply Filter' button to move it to the right, Applied Filters side. Click Save.
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Run your Filtered Report
Run your report again. In the example above you will see that our responses dropped from 423 to 73. This is because only 73 people answered "Value for the Money:" to our question about why they decided to shop with us. So when we applied our filter, all other responses were excluded.
Thanks for viewing! Thanks for viewing our Report Filters guide. Click here to return to our Documentation page.
Checkbox 6 Report Filters Guide - 5
Checkbox report filters allow you to run a report for only a segment of your data. For instance, you may want to run a report for only those respondents in the Eastern region or only those that are repeat customers. Filters can be applied based on answers to your survey questions, on user profile properties (such as email or department) or response properties (such as survey completion date). The report above is an unfiltered report for a survey called "Customer Feedback Survey." This survey has 423 total responses. In this guide we will apply a filter to this report so that only respondents that indicated that they purchased mainly because of "Value for the Money" will be included in the filtered version of the report.
Checkbox 6 Report Filters Guide - 1
Create a Filter
After you have created an unfiltered report, the first step to filtering your report is to set up any filters you might need. Filters are set up at the survey level and can be used for any reports created for that survey - you do not need to set filters up separately for each survey. To create a filer, navigate to the Report Manager (your list of reports for your survey) and click the 'Manage Filters' button.
Add a New Filter
Click the '+ Filter' button to add a new filter.
Checkbox 6 Report Filters Guide - 2
Choose Your Filter Source
Then choose the question, response property, or user attribute you would like to use in your filter and click save.
Select the Report to Apply your New Filter to
Next, apply your newly-created filter to your report. From the Report Manager, click on the report you want to apply your filter to. Then from the Report Actions menu, choose the option for Filters. Checkbox 6 Report Filters Guide - 3
Apply the Filter
Check off the filter you want to apply on the left side and click the 'Apply Filter' button to move it to the right, Applied Filters side. Click Save.
Checkbox 6 Report Filters Guide - 4
Run your Filtered Report
Run your report again. In the example above you will see that our responses dropped from 423 to 73. This is because only 73 people answered "Value for the Money:" to our question about why they decided to shop with us. So when we applied our filter, all other responses were excluded.
Thanks for viewing! Thanks for viewing our Report Filters guide. Click here to return to our Documentation page.
Checkbox 6 Report Filters Guide - 5
