Creating Filters

You may create within Filter Manager or during the report generation process. This section describes the process of creating a filter within Filter Manager.

Create Filter

  1. Select your survey and click on Report.
  2. On the Report menu bar, click on Filter Manager.
  3. Click on ‘Create New Filter’.
  4. Choose the survey for which the filter will be used.
  5. Under Add Condition, select the question, the condition, and then the answer option that will define the filter.
    Click on Add Condition.
  6. To add another condition, select another question and follow the steps above.
  7. Once all conditions are added, set the filter logic.
    1. Match all Conditions: This logic requires that every condition is satisfied.
    2. Match any Conditions: This logic requires that any one of the conditions is satisfied.
    3. Use Custom Combination of Conditions: You can create custom logic by using the combination words AND, OR, NOT and identifying the conditions as C1, C2, etc. For example: C1 AND (C2 OR C3).
  8. When you are done, save your filter. Clicking on Save or Save & Go To Filter Manager will open a pop-up to allow you to name the filter. Provide a clear and distinguishing name, especially if you are planning to create more than one filter for the same survey.

Edit Filter

  1. Select your survey and click on Report.
  2. On the Report menu bar, click on Filter Manager.
  3. Select the Filter and click on View/Edit.
  4. Review all your previously created conditions for this filters.
  5. Hover over a condition and click the pencil icon on the right side to edit the condition.
  6. Once you are done editing, click on Save or Save & Go To Filter Manager. While saving, a pop-up will appear to allow you to modify the filter name.
  7. Save & Overwrite: This will save your existing filter with the modifications.
  8. Save as New: Enter the new title of the filter and click Save. This will save your modifications as a new filter.

Copy Filter

  1. Select your survey and click on Report.
  2. On the Report menu bar, click on Filter Manager.
  3. Select the Filter and click on Copy. The filter will be copied successfully and ready to use.

Delete Filter

  1. Select your survey and click on Report.
  2. On the Report menu bar, click on Filter Manager.
  3. Select the Filter and click on View/Edit.
  4. Click OK to confirm your choice.

Use Filter

As an example, let’s apply a filter we created to a Bar Graph Report.

  1. Create a filter in Filter Manager using the steps above.
  2. Select your survey and click on Report.
  3. On the Report menu bar, choose your preferred report type.
  4. Select the questions to be included in the report.
  5. Rearrange the order of questions as needed for the best presentation of data.
  6. Select your preferred report properties, including display of percentages and more.
  7. Finally, on the ‘Select Filter’ step, select ‘Yes’ in response to ‘Do you want to apply a filter on this report?’. Then, choose your filter from the dropdown menu.
  8. Continue through the wizard to generate the report. Review the report and the applied filter, modifying as needed.

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