You can filter or customize your reports before exporting/downloading them to a spreadsheet. This comes in handy if you want to:

  1. Filter or sort responses by certain parameters (i.e. specific answers to questions, dates, custom tags, etc.)
  2. Specify which columns should appear on your reports, in order to eliminate superfluous information
  3. Permanently delete specific individual responses
  4. Control which specific data is viewable by your trusted 3rd parties, such as your affiliates or sponsors


In this article we will discuss:

  1. How to sort or filter responses
  2. Columns and table setup
  3. How to delete specific rows
  4. How to generate a report
  5. How to filter data shared with 3rd parties


How to Sort and Filter Responses


You can sort and filter data for all tables in the Individual Engagement tab under Data & Analytics:




Sorting


You can sort responses alphabetically or numerically by clicking on the column header. When a column is sorted, an arrow will appear in the header to indicate the sort direction.



Filtering


The table supports different types of filters depending on the data type or question type in each column.


1) Value filters


You can filter data by simply typing a value into the box below a column header. By default, the filter uses the "Contains" condition. The applied filter will appear above the table.




To remove a filter, either click the 'x' next to the filter displayed above the table or clear the value from the filter field below the column header.


For more control, click the filter icon and then click on the dropdown icon to choose advanced options like "Equals," "Does not equal," "Begins with," "Ends with," "Blank," or "Not blank."



2) Predefined answer fields


Some columns may have predefined filter options based on the data they contain. 

For example, a column like "Completed?" will show "Yes" or "No" values to indicate whether a participant completed the interaction. You can select or deselect these predefined values using checkboxes to filter the data accordingly.



The multiple-choice question column will display all available answer options to filter by. You can select or deselect these predefined values using checkboxes to filter the data accordingly. For example, select only 'Summer' to see only respondents who selected this answer. 



Multiple Filters


You can also apply multiple filters in one table. 

In the example below you see filters applied on Columns First Name, Completed? and Answered Questions. Also all the filters applied in the table are displayed above the table.




You can also apply the same filters using the panel on the right side by selecting the “Filters” tab. This gives you access to all available columns and their filter options in one place.



Columns and Table Setup


You can choose which columns to display in the table by using the “Columns” tab on the right panel. Simply check or uncheck the boxes next to each column name to show or hide them.


You can also access column settings by clicking the three-dot icon next to each column header and then clicking on “Choose Columns”


Additionally, In this menu, you can perform several actions to customize your table view:


  • Sort Ascending – Sort the column in ascending order
  • Sort Descending – Sort the column in descending order
  • Pin Column – Pin the column to the left or right side of the table for easier comparison
  • Autosize This Column – Automatically resize just this column to fit its content
  • Autosize All Columns – Resize all columns in the table to fit their content
  • Choose Columns – Show or hide columns using the column selector panel
  • Reset Columns – Restore the default column layout (the set of columns that were originally visible for this table)


Page Size


You can change the page size at the bottom of the table.



How to Delete Specific Rows


Select the row(s) you want to delete by clicking the checkbox in front of each row. Once at least one row is selected, a 'Trash' icon will appear above the table on the right.



Once you click on the 'Trash' icon, a pop-up window will appear to confirm the action. Click 'Delete' to delete the data.



For more information refer to this article.


How to Export a Report


The “Export” button generates the report in an Excel file which you can download. Reports with under 10,000 individual responses should generate within a few seconds, larger numbers of responses may take up to a few minutes to be ready for download:



Sharing Filtered Responses with 3rd Parties


You can also allow your trusted 3rd parties to filter responses on their own. Scroll down the page and check the “Share Results With 3rd Parties” checkbox (read more about 3rd parties sharing here.)