Home Report Filter Manager Applying Filters
Home Report Filter Manager Applying Filters

Applying Filters

After you create a filter, the next step is to put it to use by applying it in a report.

  1. Select your project and click on Report.
  2. On the Report menu bar, choose your preferred report type.
  3. Select the questions to be included in the report.
  4. Rearrange the order of questions as needed for the best presentation of data.
  5. Select your preferred report properties.
  6. 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.
  7. Generate the report. Review the report and the applied filter, modifying as needed.

If you are generating a report and find that you have not created any filters, you can quickly and easily create a new filter on the spot by clicking on Create Filter and following the steps.

Based on your display resolution or browser zoom, you may see a 3-dot icon on the far right of the Report menu bar. Click here to access Saved Reports, Emailed Reports, and Filter Manager.

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