Checkbox 5 Report Filters Guide

The report above is an unfiltered report for a survey called "Customer Feedback Survey." This survey has six total responses. In this guide we will apply a filter to this report so that only respondents that indicated that this was their first purchase with our company will be reflected in the report.

From the Survey Manager, select the survey you wish to modify the report for to expand the Survey Dashboard.

Select the Reports tab. This page will show you a list of available reports for this survey. You should also see three buttons at the top of the list:

1. Create New
2. View All
3. Manage Filters

Select Manage Filters to create and modify report filters. Filters created here can be applied to any report generated for this survey.

NOTE: Report filters are unique to the survey they are created for.

All available filters will appear on the left-hand side of the screen. In this example, no report filters have been created for this survey yet.

Select the Add Filter button to configure a new filter.

A dialog box will appear.

Select a Filter Source from the drop-down list.

Like with conditions, branching, and merging sources, filter source options include either a Survey Question, User Attribute, or Response Property.

Each filter source type yields different options for the next drop-down:

When the filter source is Survey Question the next configuration option will be Source Item, which populates with available questions from the survey.

When the filter source is User Attribute the next configuration option will be Attribute Name, which populates with available user attributes (also known as Profile Properties) from the User Manager.

When the filter source is Response Property the next configuration option will be Property Name, which populates with various response-related data types for the survey.

1. In this example we want our filter based on the answer to a question in our survey, so we will select Survey Question.
2. We will select the first question in the survey, "Was this your first purchase with our company?" as the Source Item.
3. Next, select the Operator (also known in Checkbox as the Comparison). In this example we will select "Is Equal To."
4. Finally, select the Target Value. This drop-down list populates with all possible answer choices for the question selected under Source Item. In this example we will select "Yes" as our target value.
5. Select Save to add the newly configured filter.

As you can see, the filters list has been populated with one item. This filter can now be applied to any report generated for this survey.

To edit an existing filter, select it from the list and use the preview window on the right side of the screen to edit. Only highlighted drop-down lists can be modified. Be sure to select Save after making changes.

At this point you can return to the Survey Dashboard to apply this filter by selecting Return to Manager at the top of the page.

Applying a filter at the report level (as opposed to the item level) means that only responses that match the filter you applied will be included on the report.

To apply a filter to a report start in the Survey Dashboard >> Reports tab.

Select View All to manage reports.

All available reports for this survey will appear on the left-hand side of the screen.

Select the report you wish to apply a filter to. When the report dashboard expands on the right, select the Filters button.'

NOTE: You can also add/modify filters from this view by selecting the Manage Filters button next to the Create New button.

A window will appear. Select the desired filter from the Available Filters list on the left. Since we have only created one filter, we only have one to choose from.

Select Apply Filters.

The filter should move to the right side of the window under the Applied Filters heading.

Select SAVE to apply the filter to your report.

NOTE: Should you wish to remove a filter, select the filter from the Applied Filters list and select the Remove Selected Filters button.

The report above is a filtered version of the unfiltered report displayed earlier in this user guide. As you can see, only the three respondents that indicated on the feedback survey that this was their first purchase with our company have been included in the report.

Applying a filter at the item level (as opposed to the report level) means that only responses that match the filter you applied will be included on the individual report item. All other items should display the survey's full response data (unless other report or item filters have been applied).

To apply a filter to a report item, start in the Reports tab of the Survey Dashboard.

Select the report you wish to modify from the list provided.

From the list of pages and items on the left, select the report item you wish to apply a filter to.

When the Item Editor expands on the right, select the Filters tab.

Select the desired filter from the Available Filters list on the left. Since we have only created one filter, we only have one to choose from.

Select Apply Filters.

The filter should move to the right side of the window under the Applied Filters heading.

Select SAVE to apply the filter to your report item.

NOTE: Should you wish to remove a filter, select the filter from the Applied Filters list and select the Remove Selected Filters button.

The report above is a filtered version of the unfiltered report displayed earlier in this user guide. As you can see, only the third report item has been filtered.

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