Edit Filters

By default, Insight includes all visits in a report. Users can apply filters to their reports to restrict which visits are or are not included in the report.

To add or edit filters for an existing report, click the Edit Filters icon in the report manager or the Edit Filters button when viewing a report.

Editing filters is a two step process. First, users must create filters for their reports. Filters are based on responses to specific questions in a survey.

For example, you might have a yes/no question in your survey and you only want to see the response data for end users who selected 'yes' for that question.

Second, users have the ability to edit filters related to the visit itself. These filters revolve around the process of taking the survey, not the actual responses that end users provide to the survey questions.

For example, you may only need the to see survey responses for the past week, or you want to filter our visits that came from a set of test phone numbers.

Question Filters

Question filters are one of Insight's most advanced options for analyzing survey results. Question filters allow users to specify the rules that are applied to response data for reporting purposes.

The question filters page presents users with a paginated list of options for filtering results based on question type. By default, no question filters are enabled.

The Edit Question Filters page looks like this:

To enable a question filter, check the box next to the question text, on the left hand side. Question type dictates the range of filter options users can apply to their response data.

For example, with multiple choice or multi-select questions users have granular filtering control and are able to select each response to be included in the report based on the options and responses provided for that question.

When more than one question filter is enabled, they are combined in one of two ways, which is controlled via the Combine Question Filters section. This gives users the option to apply ALL of the selected filters or ANY of the selected filters to the response data.

Visit Filters

Visit filters are used to customize a report based on non-response data for a particular visit. This includes the date range, medium (phone or web), whether or not the user completed the survey, and the phone number used to take the survey.

Note: Some of the date range options are are relative values. For example, selecting data from “Last Month” every time the report is run displayed data from the last month relative to the day the report was run.

The Edit Visit Filters page looks like this:

After selecting the appropriate visit filters, click the View Report button to see an updated report with the question and visit filters applied. Click the Save button on the 'view report' page to save these filters for future use.