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 project and click on Report.
2. On the Report menu bar, click on Filter Manager.
3. Click on ‘Create New Filter’.
4. Under Add Condition, select the question, the condition, and then the answer option that will define the filter.
   Click on Add Condition.
5. To add another condition, select another question and follow the steps above.
6. Once all conditions are added, set the filter logic.
1. Match all Conditions: This filter requires that every condition be satisfied.
   
   For example:If the conditions are C1, C2, and C3, the logic is ‘C1 AND C2 AND C3’. This script will only filter responses in which all conditions are present.
2. Match any Conditions: This filter requires that any condition be satisfied.
   
   For example:If the conditions are C1, C2, and C3, the logic is ‘C1 OR C2 OR C3’. This script will only filter those responses in which at least one condition is present.
3. Use Custom Combination of Conditions: To create a custom combination of conditions, define the filter as a rule, including keywords (AND, OR, NOT,),brackets and condition names (e.g. C1, C2).
   
   For example:To include C1 and either C2 or C3, write ‘C1 AND (C2 OR C3)’.
7. 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 project.

Edit Filter

1. Select your project 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 project 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 project and click on Report.
2. On the Report menu bar, click on Filter Manager.
3. Select the Filter and click on Delete.
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 project 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.