Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

You can access a variety of filters from the Filter Analytics Progress Filters button on the either

The Progress Filters

  • The Progress Filters appear as an overlay on the right of the screen

...

Types of filter

What it is filtering

Filter name

What it does

The Response (Story)

Date Happened

Lets you filter the survey responses according to the Date the activity happened which is an optional date field that is manually completed when the survey response is entered. (Date Happened is used when people need to backdate their survey responses)

The Response (Story)

Date Posted

Lets you filter survey responses according to the date that the survey response was entered.

The Response (Story)

Labels

Lets you filter survey responses according to the Labels they have been tagged with

The Contact

Groups

Lets you filter survey responses to only include survey responses from contacts who are in specific Contact Groups

The Contact

Contact Category Fields

Lets you filter survey responses to only include survey responses from contacts who have specific characteristics as shown on their Contact Profile Page Bio section (i.e. based on the fields in their Contact Forms)

The Contact

Contact Form Fields

Lets you filter survey responses to only include survey responses from contacts who have specific characteristics as shown on their Contact Profile Page Bio section (i.e. based on the fields in their Contact Forms - where the forms are Custom Forms for Contacts)

The Contact

Contacts

Lets you filter survey responses to only include survey responses from the contacts selected in this field

...

How to access the Progress Filters

From a Survey Campaign page (for a single project)

  1. Go to the Survey Campaign page of the survey you want to analyse on a particular projectsingle project or to the Survey Analytics page if you are analysing results from across several projects

  2. Select the Analyse tab

  3. You arrive on the Survey Analytics page for that Survey Campaign

  4. Press the Progress Filters button

    Image Added
  5. An overlay appears on the right side

    Image Added
  6. Press the down arrows to open up each set of filters

  7. Select the criteria you want to use to filter the survey responses

  8. Press the Filter Analytics Apply

  9. The charts on the page will update based on the criteria you have chosen

From the Survey Analytics page (for several projects)

  1. Go to the Survey Analytics page if you are analysing results from across several projects

  2. In the Surveys section: select the survey you are analysing

  3. In the Areas section: select the project(s) and/or albums you are analysing results across

  4. The survey result boxes will load

  5. Press the Progress Filters button

  6. An overlay appears on the right side

  7. Press the down arrows to open up each set of filters

  8. Select the criteria you want to use to filter the survey responses

  9. Press Apply

  10. The charts on the page will update based on the criteria you have chosen

...